jtax
Level 10

Retirement tax questions

[edited to say on or after Feb 1, not after]

 

New information. It appears that you can "undo" a RMD taken on or after Feb 1, 2020 until July 15, 2020. Basically  the 60-day rollover period is extended until July 15th 2020. January rollovers are not extended. Inherited IRA's do not get the extension either. 

 

I got this from https://www.vanguard.com/pdf/carescal.pdf  which also says the IRS may change the details. 

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