About EA21440

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Re: How do I separate lumped RMD and Rollover plus fee for rollover.

Thank you for your response. However, when I tell Turbo Tax the entire amount is an RMD my tax payment goes from $5500 to over $12,000. Wow!

EA21440

1

Updated Feb 23, 2025
How do I separate lumped RMD and Rollover plus fee for rollover.

My husband died in 2024.I inherited his IRA of $30,000.I took the RMD of $1600 and withheld $160 in taxes.The 1099-R lumps together the rollover and the RMD int...

EA21440

3

Updated Feb 23, 2025
Re: Missed RMD but reported on correct 1040

I called the IRS and they advised me to report the missed RMD withdrawals (supposed to be withdrawn in 2023 and not withdrawn until 2024) right away on my 1040 ...

EA21440

2

Updated Feb 23, 2025

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Date Registered	‎February 6, 2025 3:38 PM
Date Last Visited	‎February 23, 2025 11:15 PM
Total Messages Posted	4

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