loryryoung
Level 1
12-07-2019
06:36 AM
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Solved! Go to Solution.
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Just-Lisa-Now-
Level 15
12-07-2019
06:36 AM
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Did you take the RMD $$ out? Why would you wait for the last day to discover that you don't have the 1099R?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
George4Tacks
Level 15
12-07-2019
06:36 AM
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If you do not have an expected 1099R, get the client to acquire one from the institution. File an extension and base the amount due (if needed) on what you expect the 1099R would be.
If it is the first RMD, it is possible it did not happen last year, but rather early this year.
Here's wishing you many Happy Returns