Many thanks for your help with this. I am very grateful.
I am working with company to resolve this issue for this and future years.
Am I to use form 5329 T or S?
What number do I put in A on the Form 5329?
53 is the RMD amount missed
54 is 0
Then waiver of Tax Smart Worksheet has A amount of distributions that were due to reasonable error or upon which you request a waver -- enter the same number as line 52?
Thank you again!
John
