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My trad IRA custodian didn’t make my 2023 RMD—their error. Corrected it in 2024, but will not issue a corrected 1099R for 2023. Can I pay the taxes on my 2023 return?
I paid 2023 EST payments to cover the 2023 RMD. Can I use Form 4852 to report the late 2023 distribution in lieu of the 1099R on my 2023 return? I want to pay now, rather than paying both 2023/2024 on my 2024 return.
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April 21, 2024
5:02 PM