ellinj
Returning Member

Retirement tax questions

To clarify,

 

 

1 .I had a Spouses IRA -> rolled over to what fidelity called a BDA account in my name.

2. I took the required RMD from the BDA account.

3. BDA account rolled into a new IRA 

 

I have a 1099 for the RMD from 2,  but not a 1099 showing the distribution from 1 to 2 or 2 to 3. Number 2 is marked with distribution code 4. not 7.  The line of questions from TT seem to imply its looking for the 1099 from the first rollover.