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Retirement tax questions
Don't worry about it unless you paid the 50% penalty for not taking an RMD.
Review your tax return for Form 5329 and in particular part IX on page 2. If you do have a 5239 in your return and an amount on line 55, then you should file an amended return to get the penalty back.
If you have not form 5329, then don't worry. TT asks about the RMD to figure out various things including whether you need a 5239. But also things like not allowing you to rollover and RMD to another IRA. It is the presence of the 5329 that matters here.
Also note there is never a requirement to file an amended return for a mistake. (Fraud is different.) You might want to file an amended return to get a refund or to avoid interest and penalties, but you don't have to.
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