rtmtmac
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I did a RMD in March 2020, but rolled it back pursuant to the CARES Act. I got the 1099 - R and Form 5498. I followed your instructions for handling this situat...
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I read your answer and followed your instructions. However, this treatment has an unintended consequence; it raises the amount of your taxable social security b...
Activity Feed for rtmtmac
- Posted Re: 1 1099-R and 2 Form 5498 on Retirement tax questions. February 1, 2021 5:42 PM
- Posted Re: 1099-R and Form 5498 on Retirement tax questions. January 25, 2021 8:46 AM