Erly
Returning Member

rmd

In 2024, my father in law received a lump sum RMD after 14 years (from 4/1/2010), he was not aware of the retirement pension.  The plan administrator included interest income in the lump sum amount.  As an example, the amount received was $50,000 (including estimated $5,000 interest income).  Assuming the RMD per year is $300, what line numbers do these amounts go?  Also, requesting additional taxes to be waived.  Some explanation would be greatly appreciated.  Thank you.