WHERE DO YOU ENTER 2020 RMD THAT YOU PAID BACK IN 2020? THE BROKER SAID TO REPORT ON FORM 5498.

abloom@bloomtaxc · ‎03-15-2021

sjrcpa · ‎03-15-2021

The broker's firm issues the 5498. Don't take tax advice from a broker.

Treat it as an indirect rollover.

The more I know, the more I don't know.

qbteachmt · ‎03-15-2021

You seem to be lost on the internet.

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Thanks.

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qbteachmt · ‎03-15-2021

"Don't take tax advice from a broker."

Well, yeah, certainly not from that broker...

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Don't yell at us; we're volunteers

WHERE DO YOU ENTER 2020 RMD THAT YOU PAID BACK IN 2020? THE BROKER SAID TO REPORT ON FORM 5498.

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