It's March 1st, do you know where your tax return is? Ep. 36

The least boring tax podcast hosts are back to talk about where we find ourselves in the annual tax filing season. Steven shares a recent example of a "love letter" he is helping a client with from the IRS and shares best practices for taxpayers who end up getting their own letter from the IRS. As always Ben and Steven dive into a listener question and this time it's all about required minimum distributions and what taxpayers should be doing with the potential delay in RMDs starting that came out of SECURE Act 2.0 http://bit.ly/3Ek8KLt