- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
March 4, 2025
7:21 PM