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What should I do if I forgot to withdraw my small ($400) rmd by Dec 31, 2024?
I file Married filing Jointly. My wife has a small IRA. Due to oversight we forgot to withdraw her $400 RMD by year end 2024. I realized it while working on our tax return. The broker says they won't issue the
1099 R as there was no withdrawal. What's my options?
‎February 23, 2025
6:24 AM