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Required Minimum Distribution (RMD)
I was NOT made aware of my RMD requirement until my Annuity sent me a statement showing I needed to take an RMD for last year (2019). I have gone to my Annuity Advisor (AA) and requested the 2019 distribution. I did not receive a form 1099R about this. I am going through my taxes for 2019 and it says that I may be penalized for not taking it, but if I take it before 4/1/2020, I am in compliance.
Please tell me how to properly answer the questions about RMD 2019 taxes?
Topics:
‎February 14, 2020
10:30 AM