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Retirement tax questions
If that is the case, how do you account for the second IRA if you don't have a corresponding 1099-R even though the aggregated RMD is satisfied?
Example: IRA-A distribution $10,000, RMD $2,000 1099-R received
IRA-B distribution $0 RMD $1,000 no 1099-R
The RMD is satisfied for both accounts as the distribution was $10K, but how do you acknowledge the IRA-B to the IRS in TT without a 1099-R?
‎February 6, 2025
2:07 PM