Reply To: Return RMD to IRA with different owner?

Home Fairmark Forum Retirement Savings and Benefits Return RMD to IRA with different owner? Reply To: Return RMD to IRA with different owner?

#7481
richard2
Participant

Would it be a large risk? The rollover would be worthwhile, but not if it provokes an audit. I realize it’s hard to give useful odds when there isn’t much precedent.

In the former PLRs, did the 1099R and 5498 conform?

Unfortunately, the custodian won’t allow any transactions in the old IRA (other than moving the assets into wife’s IRA), so it will not allow a rollover back.

  • This reply was modified 1 year, 2 months ago by richard2.