bgoldsmith
Level 2
02-06-2021
04:23 PM
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I have a similar issue with a client but the custodian automatically still issued her RMD at the end of Dec 2020, in which she immediately returned it but it wasn't till Jan 2, 2021. She also already received her 1099-R with the distribution code 7 (normal distribution)... Looking for guidance on this too. Thanks!