Is this still the case in 2023? Users must fill out two 1099-Rs in Turbo Tax; one for the Roth rollover and one for the traditional.After 3 or more years of thi...
Thanks all for the input. Here is a recap and a few further details:Distribution requested 12-29-22Distribution effective and processed on 12-30-22 - Custodian ...
Thanks, that sounds reasonable to me. Just wondering what IRS would think.Good advice about not waiting so late. Though I am a confirmed procrastinator I will t...
Per IRShttps://www.irs.gov/newsroom/reminder-to-ira-owners-age-70-and-a-half-or-over-qualified-charitable-distributions-are-great-options-for-making-tax-free-gi...
Thanks for the prompt response. To further clarify:On Thursday, December 29, (just after 4:00 PM) I was told it was too late to take a 2022 RMD from my account,...
