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Filing form 5329 for a missed 2018 RMD received in late 2019
I didn't take my RMD for 2018 until Sept. 2019. (I am 73 years old.) I filed my 1040 for tax year 2018 in early 2019. Do I now file the year-2018 form 5329 by itself, by mail? Or should I attach it to the year-2019 1040 when I file that (and can this be done in Turbotax)? I have no unrelated reason to amend my 2018 return; do I need to amend it in some way and send form 5329 with that?
‎January 21, 2020
6:35 PM