Lunch Lady Posted January 18, 2018 Posted January 18, 2018 We filed a VCP for late RMDs in May. Case has not been assigned. Waiver of excise tax requested but what do you recommend we tell the distributee regarding his tax return due April 15? Doubtful we will have an answer by then. Considering giving him a letter to attach to his return.
ETA Consulting LLC Posted January 18, 2018 Posted January 18, 2018 I would operate as if the relief from the excise tax will be granted, unless you have a reason to suspect it would not be granted. Good Luck! CPC, QPA, QKA, TGPC, ERPA
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