DanaB27
Expert Alumni

Retirement tax questions

You must take your first RMD (for 2021) by April 1st, 2022 since you turned 72 in 2021.

 

What was the date of the check? If it was issued after April 1st, 2022 then you can request a waiver of the penalty by writing a letter to the IRS explaining the reason the RMD was not taken by the deadline.

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