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Retirement tax questions
No. You can only report the 2019 distribution on your 2019 tax return next year. You also must take the 2019 RMD before the end of 2019 and both amounts will be on the 2019 1099-R.
As for 2018, depending on the answer to SweetieJean's question, you either need to attach a 5329 form to your 2018 tax return requesting a waiver of the penalty (that is almost always granted) if this was NOT your first RMD, or if you turned 70 1/2 in 2018 then you had until today (Apr 1, 2019) to take the first RMD without penalty.
**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.**
‎June 3, 2019
11:25 AM