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Retirement tax questions
I think I got it now.
1. I do not file anything with my father's taxes for the missed RMD for 2015. I do not file the form 5329 with his taxes at all.
2. I will take the 2015 RMD in 2016, paid to myself.
3. I will NOT claim the money I received in 2016 from the RMD on my 2015 tax return
4. I will however file the form 5329 with my 2015 tax return even though I did not get the RMD until 2016
5. I will not claim the income until I file my 2016 tax return next year when I receive an actual 1099 form
6. I will not file an additional form 5329 next year because I already filed it this year with my 2015 return
8. I will mail in everything instead of e-filing and will not have have to do anything with this next year except claim the income from the 2015 RMD on my 2016 return because I received it late.
1. I do not file anything with my father's taxes for the missed RMD for 2015. I do not file the form 5329 with his taxes at all.
2. I will take the 2015 RMD in 2016, paid to myself.
3. I will NOT claim the money I received in 2016 from the RMD on my 2015 tax return
4. I will however file the form 5329 with my 2015 tax return even though I did not get the RMD until 2016
5. I will not claim the income until I file my 2016 tax return next year when I receive an actual 1099 form
6. I will not file an additional form 5329 next year because I already filed it this year with my 2015 return
8. I will mail in everything instead of e-filing and will not have have to do anything with this next year except claim the income from the 2015 RMD on my 2016 return because I received it late.
‎June 7, 2019
3:07 PM