- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, you will have two RMD distributions on your 2024 return, one for the 2023 RMD and on for the 2024 RMD.
You will not enter a Form 1099-R on the 2023 return for the 2023 RMD.
Yes, you will include Form 5329 on your 2023 tax return for the missed 2023 RMD.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 9, 2024
8:03 AM