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I need some help on how I should prepare and submit RMD to
I need some help on how I should prepare and submit RMD to my annuity administrator covering the past two (2) and the current year. This is my first time filing this form and on the form it suggest th… read more
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Client has never taken a RMD for the past 6 years. IRS wants $60,000. Is there I a way around this,… read more
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I am filling out a 1040X tax return because of an error on
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I just learned this week that I hadn't taken my first
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I failed to make arrangements for my MRD for 2018 on an IRA
I failed to make arrangements for my MRD for 2018 on an IRA account. I contacted them this month to ask about it. They sent my MRD for 2018 but the money wasn't withdrawn from the account until now (A… read more
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Form 5329. My plan administrator did not follow through on
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Did not take red in 2018. What forms do I need to file for
did not take red in 2018. What forms do I need to file for relief … read more
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Did not tale an RMD in 2018 on an inherited IRA. I am my own
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I have an annuity that is tax-deferred until I withdraw it.
I have an annuity that is tax-deferred until I withdraw it. I also am aware that there is a penalty if money is withdrawn early. I have not taken the minimum distribution from this for that reason and… read more
Bill
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I did not take a RMD in 2018. Now what do I do? Not yet.
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My transfer will occur too late to take my RMD funds by
My transfer will occur too late to take my RMD funds by 12/31/18. Transfer is in process and funds will be available the first week in January. I have Form 5329, lines 52-55 filled out. Do I need to s… read more
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In 2004, taxpayer inherited an IRA. On some bad advice,
In 2004, taxpayer inherited an IRA. On some bad advice, since 2008, taxpayer failed to take the RMD each year for inherited IRAs. Taxpayer now wants to true up IRA and pay penalty for not taking RMD. … read more
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I had my ira rollovered. My old bank did not take out mt
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My mother passed away in December last year. She still
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Due to serious health problems that put me in the hospital
Due to serious health problems that put me in the hospital several times during 2014, it escaped my mind to require from the Bank the minimal distribution from my IRA. My original Bank always did it a… read more
Lev
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Hi, I have a friend who is above 70 years old. They took
Hi, I have a friend who is above 70 years old. They took out their RMD requirement from a regular IRA in 2011, infact, they took out more than the RMD, and they did it in November of 2011. They forgot… read more
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