My required minimum distribution for 2021 was not handled correctly; it was much less than it should have been. I requested a retroactive amendment to bring the rmd up to what it should have been.
Instead of a retroactive amendment, I received my rmd for 2022. A note; My rmd for 2022 does not have anything to do with my 2021 taxes. I was told that the company could not do as I requested. I'm saying: I don't want to hear what you can't do.
I want you to figure out how to do it. Please send me a statememt explaining that the check I received should have been specified as a amendment to my 2021 rmd. Include documentation concerning deductions for Federal and State taxes. This should have been done Last Week!
I did finally receive the documentation that I requested but I did not receive a form 1099. My tax advisor says she cannot use that information without the 1099.
Location: Lynnwood, Washington
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