Retirement tax questions


@jhrob wrote:

The top right of 5329 says 2020

Line 52 says minimum required distribution for 2020

Line 53 says amount actually distributed to you in 2020

Line 54 enter0

BUT since I took my rdm for 2019 IN 2020, should not line 52 and 53 say 2019 and top right of 5329 say 2019?

(i have desktop version) For I received it in 2020 not 2019. Where have I gone wrong.??


If this is a missed 2019 RMD it must be reported on a *2019* 5329.

 

See my post above for the procedure.

 

 

**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.**