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Retirement tax questions
Thank you - This is for an inherited IRA from my father (I'm not of RMD age yet) - the annual auto payment was shut off for 2020 and never restarted - the brokerage firm did not inform me that I missed the payment. As I made the distribution in January 2023 there's no 1099R for 2022, but there will be one for 2023 for this distribution (and the one I take in Dec 2023). Do I include this distribution with the 2022 filing?
March 17, 2023
7:56 PM