breninocmustang
Returning Member

Retirement tax questions

If I put 2021 in the question it was a mistake . I moved stock equal to amount nesessary to meet my required distribution from IRA to individual account in January. When the IRS ( for the second time )  changed the law to allow people taking or moving IRA RMD as in my case  in January  2020 until August to return same shares ( like kind) back to IRA. I did this on June 29, 2020