qbteachmt
Level 15
03-07-2023
02:28 PM
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Corrected my reply. For some reason, I got stuck on Oct 2022 as the taking event.
I have a client I have guided for a few years, turned 72 Jan 2023. I keep stating, "Okay, next year you'll take your RMD." And, of course, the 70 1/2 got delayed; then the 72 got delayed. They think I'm not very good at what I do...
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers