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Retirement tax questions
Previous answer no help!
Four issues (1) Cares Act claw back RMD for 4 months (Jan - April) except for taxes paid, and stopped further 2020 distributions, how do I report.
(2) Two transfers from my traditional IRA to the Roth IRA (July & Sept), how do I report?
(3) Wife (73) died in 2019 but I received two SSA-1099 in 2020, but filing single as widower.
(4) Does cost basis of traditional IRA inherited by wife's passing get added to my cost basis for IRA when IRAs are merged?
‎February 26, 2021
10:25 AM