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Retirement tax questions
In 2024, I had 3 different accounts with 3 different account numbers
1. The original IRA in wife's name
2. the BDA IRA in my name
3. my new Rollover IRA in my name
the only 1099 I have is the RMD from the BDA. That 1099 only has the RMD not the distribution to the new Rollover IRA. I feel like to properly answer these questions I need the 1009R from the original IRA. If I ignore the first rollover/transfer and enter the 1099R as if it were mine the tax seems to come out correct. I am taxed on the total of the RMD from my IRA and the RMD from the BDA ( formerly the wife's IRA). Even though there is no tax implication I am unsure if I can simply omit the rollover from 1. to 2.
March 5, 2025
6:31 AM