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Retirement tax questions
So the only problems are that line 52 of your 2019 Form 5329 shows RMD1 + RMD2 + RMD2 instead of just RMD1 + RMD2 and line 53 shows RMD1 + RMD2 instead of just RMD1 (with RMD1 being the larger one and RMD2 being the smaller one). I wouldn't worry about it since lines 54 and 55 are correct. The IRS is unlikely to be able to recognize that lines 52 and 53 are incorrect, and even if they did they would be able to recognize that lines 54 and 55, the important lines, are correct. Just keep good notes in your tax records so that in the unlikely event that the IRS ever questions this form you can provide explanation.
‎February 1, 2020
8:32 PM