I didn’t take enough of an RMD for a benifiary IRA for 2025. Due to a misunderstanding of which table to use.
If I make a correction distribution now, and fill out the form 5329S that fixes the problem. Is that distribution counted towards the 2026 RMD? Or is it in addition to the 2026 RMD.
Expert Reviewed
The corrective distribution is part of your 2025 RMD. You would still have to take your full 2026 RMD before the end of 2026.
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