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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.**
‎February 28, 2021
5:55 PM