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MT-19
Level 2
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  • Thanks a lotYou gave me answer on my next question. Also as I mentioned in another reply, I made that distribution in Fidelity Office working with their adviser...
    MT-19
    Updated Mar 17, 2021
  • Thanks a lot again. But to be sure my problem relates to RMD for 2019 and this was my first year for RMD which means that I could do it before April 1 2020. Wil...
    MT-19
    8
    Updated Mar 17, 2021
  • Thank you for your clarification. The 1099-R which supposed to cover Fidelity IRA and TIAA 403 (b) does haveRA/SEP/SIMPLE box marked. It is clear for me now tha...
    MT-19
    2
    Updated Mar 17, 2021
  • I understand now, that I met total requirement for my three retirements accounts, but I should not combine RMD from Fidelity IRA and 403(b) from TIAA. So what a...
    MT-19
    13
    Updated Mar 17, 2021
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