I botched my first RMD by taking one withdrawal for three accounts. Shouldn’t the final amount be the only thing that matters?
It was reported on a 1099-R as a normal distribution. At the time I filed my 2023 taxes, my accountant told me that I should ...
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Ask Bob: Should I Use My RMD to Pay Off My Mortgage?
A reader, still working, wants to know if they should use their required minimum distribution to pay off ... Currently, there is no 1099-R code signifying a QCD was done. QCDs can easily be ...
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Rolling Over Your 401(k)? Take These 4 Key Steps to Avoid Costly Tax Mistakes
Amounts not eligible to be rolled over include required minimum distributions, excess contributions, and hardship withdrawals. How to Fix 'Misleading' Reporting on Your 1099-R Participants must ...