MinhT1
Expert Alumni

Retirement tax questions

No, you do not report the RMD taken in March 2020 on your 2019 tax return. It will be reported next year together with the RMD for 2020 which has to be taken by December 31, 2020.

 

There is nothing to report about that RMD in 2019 as the IRS (and TurboTax) know that your wife has until April 15, 2020 to take it.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post