@Manuel J wrote:
My mom forgot to take out enough for her RMD by 12/31/2021. Do I use Form 5329 for 2020 or 2021 to report and ask for an acceptation to the tax?
If a 2021 RMD that was missed then a 2021 5329.
But what does 2020 have to do with it if it is a 2021 RMD?
**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.**
