My father passed late in the year and his IRA RMD was not taken. The transfer of the IRA to me was not completed until January of this year. I had no access to the funds in 2023, but I took the RMD distribution as soon as I had access to the funds in January of this year. I did not receive a 1099 for this distribution. I assume that it will be sent next year for my 2024 taxes.
Do I report the late distribution on my 2023 taxes or report it on my 2024 taxes?
Do I need to file the 5329 form to explain the late distribution in 2023 or send it with the 2024 taxes?
Thank you for your help.
