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Retirement tax questions
Thanks for your response. The erroneous RMD was in the form of a check from TDA. Since the law had been changed to not require RMDs be issued, I returned the check to TDA (after some discussion) for a 60-day rollover back into my account. Since TDA had sent the taxes to the IRS I did not have a way to get them back. How do I prepare my tax return (properly report/record the 1099) and get my tax money that TDA sent to the IRS back?
I'll look forward to your help/response.
Thank you,
Charles F. Swift
‎June 22, 2021
8:41 PM