@pderas wrote:
Thanks ever so much AmyC.
I have been working on this for months, and it looks like this solution might work.
I have one further question: What do I do with the 2020 Form 1099-B sent to me by Vanguard, which shows my rolled back RMDs as taxable because I send them to an account that holds stock market shares. That account has been in existence since 2013, when I started taking RMDs. I have never before made any withdrawals from that account.
The 1099-B shows the following:
Please clarify your situation. What does a 1099-B have to do with a RMD?
RMD's are required for retirement accounts such as IRA's and 401(k) type employer plans and generate a 1099-R, not a 1099-B. Brokerage accounts that generate 1099'-B's do not have RMD's. IRA's do not get 1099-B's.
It is not clear what your problem is.
**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.**
