Anonymous
Not applicable

Retirement tax questions

you need to file 5329 for 2016 and 2017  for the missed RMD's.   hope you can provide a good reason for missing them .two years in a row since the penalty is 50% which the IRS usually waives if you provide reasonable cause. .   since the issue was corrected in 2018 and you took your 2018 timely no 5329 is required. the 1099-R should reflect the total distribution taken in 2018