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Level 2
January 29, 2021
Question

RMD's

  • January 29, 2021
  • 1 reply
  • 4 views

We took a few months RMD's in 2020 and then suspended due to CARES Act. Do we indidcate that we took full RMDs, were not required to take RMD's or request waiver for the months we suspended ?

1 reply

Level 15
January 29, 2021

Indicate that you took all of the RMD.  (No matter how much you took out, you took out all $0 required.)

Level 2
February 1, 2021

Thank you!!