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Retirement tax questions
Not sure what you did ... there was no RMD requirement in 2020 and if there was it had to be taken in 2020. You cannot take a 2020 RMD in 2021 and you certainly cannot put it back in 2021. Look at the form 5498 for 2020 ... does it show a distribution was made ?
Talk to the broker ... did you really take a 2021 RMD ? If so you will get a 1099-R for the distribution in Jan 2022 and an RMD cannot be returned to any IRA account.
‎July 25, 2021
6:49 PM