In this episode, Dan Sipe and Ed Zurndorfer address the most common tax filing complications that feds are facing this year due to various new rules and regulations passed as a result of COVID-19. They also dive into the details of a new form introduced by the IRS, the 8915-E, and explain why you might need to consult a professional to guide you through its complex filing process.
Episode 47 – Tackling the Tax Filing Complications of RMDs and CRDs
Like and Subscribe on YouTube at YouTube.com/FedLife
“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.