I initiated an RMD on December 30, 2023, for the 2023 tax year. I thought I was obeying the rules. My brokerage says the RMD will not post until January 2, 2024. Does this mean I blew the date?
If I use form 5329 to explain the circumstances, am I likely to get a waiver? If the form is required, should I go ahead and send it now instead of waiting to file my return?
Thanks.
