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skiss-roadrunner
Level 2
Jan 26, 2023 10:32 PM UTC
Question

1st IRA RMD

My wife turned 72 in 2022 and took her 1st IRA RMD on Jan 18th of 2023 as IRS Pub 590-B states she had until April 1st 2023 to take it. Can we claim that as income for 2022 on our tax form?

    3 replies

    VolvoGirl
    VolvoGirl
    Level 15
    Jan 26, 2023 10:36 PM UTC

    No it goes on your 2023 return next year.  And she needs to take her 2023 RMD by Dec31, 2023 also.  So there will be 2 RMD to report on your 2023 return next year.  I suppose you will get one 1099R for them both by Jan 31, 2024.

      skiss-roadrunnerAuthor
      Level 2
      Jan 26, 2023 11:21 PM UTC

      Thank you 🙂

      user17750693608
      Level 8
      Jan 26, 2023 10:37 PM UTC

      No. You can't enter 2023 income on your 2022 return.  The IRS gives you leeway your first year so that you will not be penalized for not taking a timely distribution by December. That is all.

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