AnshuB
Returning Member

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?