Retirement tax questions

I assume you met your Requirement, OR

you will meet it by April 1 of next year if it is your first RMD year.

There is no Form 5329.

 

If you say the RMD is greater than the total distribution and it is not your first year

you can request a waiver of penalty by explaining to IRS that you took timely action to resolve the issue.

 

If you say the RMD is greater than the total distribution and it is your first year, that is a mistake.

 

@dan_in_MI