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Retirement tax questions
Yes I was. They just sent a letter saying they had amended the return and I had an amount due. It was a small QCD and due to circumstances with other things I just decided to not argue about it. I think it’s a reporting issue since it is inherited. There were questions about my mom and had she taken her RMRA. So not sure if I answered wrong or what. I read somewhere an inherited IRA QCD needs to be taken as a death distribution. Just wondered how that is done.
October 20, 2022
2:25 PM