Option 2 (zeroes) still sounds sketchy to me, but on further thought, decided to amend the TT 1099-R record for the FI where we actually paid the missing RMD in...
Thanks for the input... though honestly, either of those approaches sounds kind of dodgy. Will keep them in mind but continue search and research for a bit..
With apologies in advance for the verbosity, I have a follow up question for a similar but not identical situation:Two accounts: (1) standard IRA, RMD taken nor...
Thanks. That did seem to put TT on the same page with me reading the CA instructions. Doubt I would have found this resolution avenue myself. Since we've used T...
Understood.. in some cases, 1040X can be e-filed, in some situations, maybe not.My point is, TT shouldn't signal up front "you're going to need to file this by ...
