jggjgg86
New Member

How do I fill out form 5329 for missing RMD in 2016 but then took it and 2017 RMD in 02/2017?

Sorry, failed to mention this is for an inherited IRA. I'm guessing IRS sees the whole total for 2016 RMD and 2017 RMD I took in 02/2017 as a 2017 distribution. Am I correct? If yes, then filling out form 5329 seems straight forward - lines 52-55 - and done.