I'm the plan administrator for a self directed 401K. My financial institution does not issue a 1099R for this account. How do I report my RMD? do I just create, in TT, a 1099R as if it came from my financial institution ? TY
How can I optimize my tax strategy to maximize savings and investments for long-term financial growth?
I am getting my part of my husbands pension they want to know the financial institution but which the pension fund or my bank ? neiter name comes up