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Retirement tax questions
Yes, the 1099-R for the rollover will be. But since the 2018 RMD was missed and taken late, the 2018 5329 is required to request a waiver and explain to the IRS why it was taken late.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 4, 2019
2:58 PM