gyong
New Member

How do you calculate taxes owed on a missed RMD for 2017 non spouse ira distribution when filing form 5329 asking for forgiveness on the tax penalty

All forms were submitted in 2017, but the check was not cut till Jan 5, 2018, so the RMD was missed by 5 days.  Auto RMD  was setup for 2018 and onward and Morgan Stanley wrote a letter explaining situation