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The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler

Business:Investing

RMD Changes and Why QCDs Aren’t Showing Up on 1099s

RMD Changes and Why QCDs Aren’t Showing Up on 1099s

2022-02-04
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Today, Evan answers a question about an investor’s 1099. Ira wants to know why the investor’s full RMD is listed as taxable even though half of the money went directly to a charity. Listen along as the team breaks down why the 1099 is correct and what needs to be done when filing taxes in a situation like this. After that, Evan shares updated mortality tables from the IRS about RMDs for different account types.

Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.

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