Level 15

@maughact @itonewbie Good News https://www.irs.gov/pub/irs-drop/n-20-51.pdf now allows a two distributions rollover and frees up the earlier beginning of year rule about rollovers. 

Thank you to Spidell for some plain English explanations https://www.caltax.com/news/flash-email/2020-46-irs-provides-rmd-rollover-extensions/

Even if you don't do California tax returns, sign up for their free news releases at https://www.caltax.com/get-more-from-spidell/

 


ex-AllStar