
Anonymous
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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
‎June 3, 2019
1:24 PM