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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