Not entirely accurate.. Accounts that contribute to the aggregate amount of assets subject to RMD include the following: (copies straight from the IRS pub)radit...
I HAVE NOT EXPERIENCED THIS ISSUE WITH BLANKET CHARACTERIZATION OF ACCOUNTS SUBJECT TO RMD AS AN ACROSS THE BOARD FINDING. NOT SURE HOW THIS HAPPENS TO YOU OR W...
YOU ARE CORRECT. The two returns are separate, to two different taxing entities, and do not offset. The two liabilities/credits are independent of each other, a...
