MarilynG1
Expert Alumni

Retirement tax questions

Report your 2023 missed RMD (that you took in 2024) using the 1099-R you received.  If you received your RMD prior to April 15, 2024, then it is not considered late, so no penalty.

 

If you also took RMD for 2024, you'll have two 1099-R's to report on your 2024 return.

 

 

 

Here's more info on Missed RMD in Prior Year. 

 

@jrsspeedy 

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