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Retirement tax questions
If you missed an RMD in 2023, but took it instead in 2024,
on Form 5329 you request a waiver of penalty, which will be granted.
Filing or not filing 5329 will not impact your tax one way or the other, unless you omit the waiver request.
For 2024, both amounts are to be included on 1040 Line 4b.
March 28, 2024
11:40 AM
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