Thank You @MarilynG1 for your helpful reply. As a follow up, I will be submitting a 'substitute 1099-R'. However, as the RMD distribution officially posted on 1/02/2024 (despite being executed on 12/29/2023) my financial institution, Vanguard, assigned the RMD to 2024. Would it make sense that I would also need to submit a form 5329 to explain the situation and to 'request an exception for not taking the RMD' in 2023 ??
And if I do opt to submit a form 5329, where / how do I access in TT ? Appreciate your thoughts on the topic !
