- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Any regular distribution taken in 2020, including an RMD for 2019, will be taxable on your 2020 tax return. If 2019 was not your first RMD year you'll want to file 2019 Form 5329 with your 2019 tax return to request waiver of the 50% excess accumulation penalty as DawnC indicated.
‎February 5, 2020
5:54 PM