edswiatek
New Member

Do I report the missed RMD in the year I should have taken it, or the year following when I receive the 1099R

Missed my 403b RMD in 2017.  Took it March 2018.  I do not have a 1099R for the 2017 amount.  Do I file the 5329 with my 2017 taxes or 2018?  Do I show the missed amount on my 2017 taxes, or do I wait for the 1099R in 2018?  If I take it in 2017, How do I do that?