Normally, the 1099-R section is available at this time of year.
BUT
This year there will be a HUGE rewriting needed for the 1099-R section:
1) RMDs taken that are no longer to be considered actual RMDs (will or should the software still call them RMDs)
2) Could what is now not an RMD be converted to ROTH, since RMDs aren't required?
3) QCD questions that have to be dealt with for what would have been RMDs (if any QCDs are allowed at all this year)
4) Then all of the machinations about dealing with the return of $$ from what would have been RMD distributions from IRA/401k/TSP etc. accounts.
Sign In
