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How do I report 2022 RMD taken in 2023 under the first-year deadline of April 1, 2023, without a 1099-R?
2022 is my first year subject to RMD. The RMD therefore has a deadline of April 1, 2023. I took some of my RMD in 2022 and have a 1099-R for that. I took the remainder in 2023 (under the extended deadline), and do not have a 1099-R for that distribution. How do I report the 2023 distribution in my 2022 return without a 1099-R?
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‎April 6, 2023
3:25 PM