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2024 RMD MISSED - FORM 5329
I was supposed to take my first RMD during 2024, I understand that it could be delayed until 4/1/25. I missed that date and took the distribution on 11/15/25 and also took the 2025 distribution on that date. My 2024 tax return has already been filed and I'd like to request penalty relief on Form 5329. Should I use a 2024 or 2025 Form 5329? Also, can I file the form by paper being that I don't have any other changes to the Form 1040? Or do I need to amend the 1040 to add the Form 5329? Thanks!!
‎December 18, 2025
11:13 AM