Submitted by midwesttaxgroup on 08-31-2020 09:14 AM
I was unaware of the deadline today to put back any RMD distributions taken prior to 60 days ago for 2020. I know in March the CARES act was passed suspending the RMD’s for 2020. I didn’t know that they had set the deadline today though if you fell into the over 60 day rule to put back. I was trying to run a query in ProSeries to see if I could locate any clients I have missed but I only see a query for clients that will reach age 72 in 2020 (the new RMD age for anyone born after June 30, 1949). Does anyone know if there’s a way to search the software to find that out?
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