Great! Thanks so much. The line 55 currently shows -0- balance on Form 5329 and it also shows my waiver statement.
Moreover, please advise how to properly report the 2026 for this missing 2025 1099R once preparing 2026 tax return since the 2026 1099R will show the total of 2 RMDs: one for 2025 and another for 2026.
Appreciate so much.
