- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Since the entire RMD for 2019 was not taken in 2019, does a form 5329 need to be filed showing the amount of the RMD not taken in 2019, with the explanation that the RMD will be taken prior to 1 Apr 2020, and the additional tax owed is zero. ?
‎February 12, 2020
12:42 PM