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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]
‎April 11, 2021
1:57 AM