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Retirement tax questions
The IRA RMD was completed by Apr 1, but Turbotax had me fill out the 5329 anyway. I didn't expect to have to do that, but did what TT said. The pension RMD (a different amount than the late IRA RMD) is actually late (Apr 5) so I presume a 5329 is necessary for that. Does the IRS really know the actual date of the RMD or are they just told the RMD amount and the year of the withdrawal?
‎June 4, 2019
2:59 PM