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Retirement tax questions
I received my RMD prior to the CARES act in 2020. My financial advisor said I could return it or a portion of it. I returned a large portion of it, but not 100%. Also, I had the RMDs taken from 2 different accounts. I am having trouble figuring out how to document that I rolled over a large amount of the RMDs from 2 accounts and had the federal withholding taxes already sent in. How do I do that.
‎April 5, 2021
11:51 AM