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Retirement tax questions
Thank you. I was looking §2203 and missed that provision in §2202.
I assume that means that if a part of the first 2019 RMD was taken in 2019 the that par can also be rolled back within 3 years? How about if ALL the 2019 first RMD was taken on 2019?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
April 2, 2020
6:34 PM