Across
- 4. inherited account that has not had taxes taken
- 5. the ________________ of 2019 changed the options available to benes who died after Jan 1st of 2020
- 8. inherited account that has already had the taxes taken
Down
- 1. taxes report under this account holders ssn
- 2. tax document that shows distributions from a retirement account
- 3. date that the Required minimum distribution has to be taken each year
- 6. Amount that is required to be withdrawn starting at age 72.5
- 7. client should speak with this person regarding tax questions