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E-filing 5329 for Missed RMD Distribution
I have read all the posts related to this topic. I have found 5329 in Forms Mode and filled it out with the statement for the waiver. Do Not File is printed in red at the top of the form. I can see it in my list of forms, but it says Not Done next to it. Will it really be included when I e-file? My husband will not receive a 1099-R for 2023, because his distribution was not processed until January 2, 2024.
‎January 22, 2024
3:34 PM