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Missed 2022 RMD
I missed my 2022 RMD. I took it on Feb. 17, 2023. My broker says that the 2022 RMD distribution will appear on my 1099-R for 2023 along with my 2023 distribution. I had no other activity which required a 1099-R for 2022 so I did not receive one. I am not eligible for a 5329 waiver. So do I need to report to the IRS this year that I have taken a late distribution for 2022 and incurred a penalty?
Lastly, if needed, how the heck do I get TT to generate a Form 5329? (I have the Deluxe desktop version).
‎February 17, 2023
11:23 AM