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Retirement tax questions
Thank you, fanfare Level 15!
My question could have been formulated better. I took the corrective action on January 17, 2024 for a delay in paying the RMD due on 12/31/2023. I was wondering whether I needed to file another explanation to receive credit, but I saw that another post indicated that I could go into TurboTax and indicate that I am missing a form 1099-R and then generate one to cover the make-up payment because my financial institution would only give me a 1099-R for this year's scheduled RMD.
Best regards,
Ed
March 27, 2025
5:12 PM