I implemented a normal distribution from my IRA with Vanguard. The Activity tab shows Trade date of 12/28/22 They also list it as 1/3/23. I called them and they said it's reportable in 2023.
What are the IRS rules for this sale?
Is it a taxable event in 2022 or 2023? Specific IRS guidance is requested.
Do they simply refer to the SEC rules for Form 13F?
In Dec, I believed that I understood the rules for this and now Vanguard is saying it's different.
I have a situation wherein I need the distribution to be in 2022.
