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Retirement tax questions
@Ultra Amber You need to file a separate 5329 for the tax year for each missed RMD with an explanation. Those 5329 forms requesting a waiver can be mailed by themselves.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 4, 2021
7:31 PM