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Retirement tax questions
That's true, Thanks for catching that.
@panocya The 5329 is not necessary. Just say that ALL the RMD was taken. It makes no difference on the first RMD if not taken before Apr. 1 of the year following the year you turn 70 1/2.
@panocya The 5329 is not necessary. Just say that ALL the RMD was taken. It makes no difference on the first RMD if not taken before Apr. 1 of the year following the year you turn 70 1/2.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 3, 2019
10:18 AM