Hi, this is a follow up to the very good answer re. a forgotten RMD distribution. I thought I had taken my RMD by selling stocks, but it was put in the sweep account, which I think makes it unqualified. Anyway, I have not received a 1099-R, so I'm assuming that's the case. Is it correct that I can take it now and make sure I record it in my next year's taxes so that I pay the required amount if I'm not requesting the penalty? (It's only $180 -- this is a very small brokerage account that is under $4,000 -- I should probably close it). Or, do I need to fill out the 5329 and file a paper return this year since I have the downloaded version of TurboTax? I want to be correct with this, even though it's a ridiculously small amount to cause all of this angst! Thank you.
