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Is Form 5329 still required for 2022 missed inherited IRA RMD?
I inherited an IRA in late December 2022 from my mother who had already been taking RMDs. However she nor I took an RMD in 2022. I notified the broker of the missed RMD and it was processed in Feb 2023. I believe I am included in the IRS waiver of no penalties for missed RMD's for 2021 and 2022. Do I still need to include the 5329 form?
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March 27, 2023
11:33 AM