My inherited share of deceased family members IRA was transfered to me as an IRA in my name in the same financial investment company. Since I already had a retirement fund that had been transferred to the financial company involved I failed to take into account that I didn't have an individual account with the company to cash out proceeds of an IRA RMD into immediately. Foolishly, I waited till the last minute to try to do the RMD by the deadline and it ended up being two days late while I waited for my individual investor account to go live so I could transfer the distribution into it. I realize now that I might have met the date deadline if I had requested they send me a check, but I didn't think of that then.
Upshot is I don't have an end of year 2021 document showing the distribution because it was two days late. How do I deal with this in Turbo Tax?
posted
February 26, 2022
10:43 PM
last updated
February 26, 2022
10:43 PM