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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?
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‎June 4, 2019
12:55 PM