handicap18
Returning Member

Retirement tax questions

Thanks for the answer, a few additional details: I took a partial RMD from one IRA that was a QCD and zero from the other 5 IRAs. I have deleted those from the list. Normally Forms 8606 were calculated for the adjustment since some of the IRA contributions were non-taxed and others were post taxed so there was adjustment to the taxable amounts. How will that information be carried forward to 2022 when we file 2021 taxes.