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Before contacting them, items GetHuman-drlouie may need:
Social Security Number, Prior Year AGI, Home Address, Name of Account Holder, and Phone Number
Top Tip from another customer
For any tax issues you may have then you will need to call in. You can call customer support at the IRS using 800-829-1040. Once you call press 1 for English then wait for the recording to end. Press 2 then 1 then 3 then 2. The recording will then ask for your social security number you can just press 0# it will ask again then press 0# and finally press 2 once it asks you a question. You will be told your wait time and a representative will pick up to help you.
The issue in GetHuman-drlouie's own words
I have a few ***b retirement Ccounts. I want to take an aggregate RMD from one of the funds, a church ***b account. They are telling me they will give me RMD from their account but I must take the rest as a regular withdrawal and they will withhold **% tax, which I am afraid will not be an accurate RMDamount and I will wind up being penalized by the IRS. I want to take aggregate RMD and have no tax withheld because I do my own taxes and pay when filed. What is the IRS rule on withholding tax from RMD, on a church account counting RMD as regular withdrawal?
GetHuman-drlouie did not yet indicate what IRS should do to make this right.
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