dmertz
Level 15

Retirement tax questions

Click the Continue button on the page that lists the Forms 1099-R that you have entered and indicate that you were not required to take an RMD.  If that doesn't work and there is  Form 5329 Part IX present in your tax return, delete the Form 5329 to remove any remnants of a mistaken entry indicating the not all of the RMD was taken.  Since there was no missed RMD, there should be no Form 5329 Part IX present in your tax return and no need to request a waiver.

 

Also, with the inherited IRA having been fully distributed in 2023, there is no beneficiary RMD for 2024.

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