@Trygve wrote:
A rep "SAID" they would fix this by March 11!!!
It is unbelievable that they wouldn't warn the customers in similar situations
There is nothing to fix - it is working properly.
RMD rollovers are not permitted, but in 2020 it was NOT a RMD (if it was a IRA or defined contribution plan) so you must say that you did not take a RMD.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
