MinhT1
Expert Alumni

Retirement tax questions

You should have filed form 5329 with your 2018 tax return, which was the year the RMD was not taken.

 

Since you did not file form 5329 in 2018 and have no other reason to amend your 2018 tax return, you'll have to file form 5329 for 2018 by itself.

 

Click here  to print out form 5329 for tax year 2018.

Click here  to print out  instructions for form 5329 (2018)

 

[Edited 01/22/20   12:11 PM PST] 

 

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