As an addition: When do you turn 70 1/2?
If in 2015 and this was your *first* RMD, then you had until April 1 of 2016 to take the first RMD so it was not missed. If that was the case then you do *not* need to do the 5239 waiver, only amend 2015 and remove the 1099-R & 4852 that should not have been filed in 2015.
The April 1 due date for an RMD only applies to the first RMD as a "grace period" for the year in which you turned 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.**
