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Retirement tax questions
Why does it matter that it takes 1 to 2 weeks to complete the trustee-to-trustee transfer? (A trustee-to-trustee transfer of an IRA is not rollover, so RMDs are irrelevant to doing a trustee-to-trustee transfer.)
The year in which a rollover is reportable is determined by the date of the distribution from the IRA.
If you do an indirect rollover in 2019, your *2019* RMD will need to be satisfied for this account before the IRA is rolled over.
The year in which a rollover is reportable is determined by the date of the distribution from the IRA.
If you do an indirect rollover in 2019, your *2019* RMD will need to be satisfied for this account before the IRA is rolled over.
‎June 5, 2019
11:42 PM