@RobertB4444Okay, great advice! I have no idea how to find out how many RMD's he missed. Would Vanguard have that information? I'm sorry to pepper you with so m...
@RobertB4444My situation is a bit different. I believe that RMD's weren't taken for the last few years of his life. So that is what has me concerned about the 5...
@RobertB4444I'm confused, I thought this forum was connecting me with a "tax professional"? I do my own taxes. The 50% tax is because minimum distributions were...
@RobertB4444Thanks for advice. It's Vanguard and they did not offer any assistance like what you mentioned. Will I have to pay a fee for them to do this? If at ...
