For 18 years I received an automatic RMD every year. By Jan 31, 24 when I had not received a check or
1099-R for 2023, I contacted the plan administrator who said it was the result of a glitch in their system. I then mailed a form they required on 2/7/24 requesting the distribution.
Your instructions are good, but don't you also have to fill in Line 55 to figure the tax on the excess accumulation per Form 5329 Instructions? I assume this gets added to total tax and if waiver is granted would receive a refund of the penalty.
I also do not understand the 'correction window" definition. Given dates above, am I in the correction window?
