My trad IRA custodian didn’t make my 2023 RMD—their error. Corrected it in 2024, but will not issue a corrected 1099R for 2023. Can I pay the taxes on my 2023 return?
Form 1099R. Fed Tax shows issue with State Witholding . I was finished, paid everything wouldn’t let me sign form ! Why didn’t this issue show up earlier ??
My Concordia Retirement in previous years issued 2 1009R forms Plan was taken over by Northern Trust. Northern Trust issues only one 1099R, combing the previous info.
Excess Contribution to Roth IRA pre-deadline applied to subsequent year - writing-in 1099R & 5329 help