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Retirement tax questions
Thank you for such an excellent answer. I understand now what the situation is and that my advisor at Vanguard misunderstood what I could expect from Vanguard in the form of a "corrected" 1099-R. I think I can now file my taxes using TurboTax because the software accounts for an excess RMD that is then rolled over back into the IRA. Thanks again!
3 weeks ago