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.
**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.**