walttrip
Returning Member

Late RMD withdrawal

RMD withdrawal deadline is 12/31/2019  for  tax year 2019.

I goofed and withdrew March 27, 2020 for tax year 2019. 

Fidelity tells me the they must report RMD's for the calendar year processed . Therefore, my 2019 RMD was submitted to the IRS as a 2020 distribution instead of the correct 2019 distribution. 

I sent a letter to the IRS, with my 2019 return, explaining my error and requested forgiveness of penalties for my error.

How do I handle this 2019 blunder in my 2020 Turbo Tax return?

Walter    [email address removed]