ap3pandya
New Member

I did not take my 2015 RMD, reported it to the IRS, was granted a waiver in 2016. I took 2015+2016 RMDs in 2016. how do I report this situation to the IRS? do I need to?

do I fill out form 5329 with 2016 tax forms? even though I already reported issue to IRS and was granted waiver?

or fill out form 5329 for 2015 and include it and waiver letter with 2016 tax forms?