Is unrealized gain EXCLUDED from the prior year-end IRA balance when determining the an...

GetHuman-leesherm's customer service issue with IRS from June 2018

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Help with my IRS issue
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Social Security Number, Prior Year AGI, Home Address, Name of Account Holder, and Phone Number
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The issue and preferred resolution, in GetHuman-leesherm's own words:
Is unrealized gain EXCLUDED from the prior year-end IRA balance when determining the annual RMD? Standard IRA - I can satisfy RMD without selling stocks and realizing a gain
I trust that IRS will make this right and come up with a resolution that is fair.
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IRS

Customer service issue
Reported by GetHuman-leesherm
Jun 7th, 2018 - 18d ago
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GetHuman-leesherm started working on this issue
Jun 7th 2:09am