June 7, 2019 3:06 PM
I have received 2 different answers here. How do I know which answer is correct? One states that I file a form 5329 with my deceased fathers return for 2015 and the other states that i file the form 5329 with my own return. Both make sense I guess, so that much more confusing. If I file with my own return and not with my father's return, do i file it with my 2015 return even though I am not taking the 2015 RMD until 2016? Or do I file the form 5329 with my 2016 return because that the year I received the money from the 2015 RMD?
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