- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
Thanks for the rapid response. This was not an RMD. I needed to take out some money and I needed it to be in 2022. This was from a Vanguard, Mutual Fund IRA. I don't have RMDs yet. I'm 70, so the 59 1/2 rule doesn't apply. I'm looking for IRS authoritative guidance that says that when I sent the Sell order, for a normal distribution, that the year the order to sell was made, is the year in which it is taxable, and not the Settlement Date nor the Distribution Date.
The best I've been able to come up with is Securities and Exchange Commission guidance for their Form 13F, but their guidance for that form states it's not for IRAs.
Any help is appreciated.
March 13, 2023
3:58 PM