dj2
Level 3

Retirement tax questions

@dmertz 

I know where the problem lies

 

The IRS announced a delay of final rules governing inherited IRA RMDs  . . .        EVEN though the Internal Revenue Code pursuant to legislation of the Secure Act 1.0 and Secure Act 2.0 of the Consolidated Appropriation Act does not or will not bear any affect on my IRA.

 

https://www.irs.gov/pub/irs-drop/n-23-54.pdf

 

When I completed the program up to the very end,  one error / inconsistency shows.

 

Form 1099R is not final.  I have to wait for the software version update in order for the program to calculate my return correctly

 

Way to go IRS.  Last year they held my refund for over 3 months  correction - 4-1/2 months.  Never in my entire tax filing life did that ever happen    

 

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