- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Excess RMD returned to IRA 2023
My broker took out a double RMD from my IRA and then returned the excess in 2023 within 30 days. However my 1099-R has the full amount and all the taxes on that amount. I have no other 1099 to show that the money was returned to the IRA. What do I do? The solutions from 2019 do not work in 2023.
‎February 26, 2024
3:27 PM