Can we file form 5329 after filing my 2016 1040A?

23rdmp · ‎May 31, 2019

We had a family emergency and death this Dec. and forget to take a MRD. We took the distribution on Jan. 3, 2017. Can we file the 5329 and ask for relief?

dmertz · ‎May 31, 2019

Yes. The IRS will often accept this Form 5329 stand-alone, but every once in a while the IRS will reject it an request that it be submitted along with Form 1040X.

To prepare the Form 5329 to request the waiver, see the last page of the instructions for Form 5329:

https://www.irs.gov/pub/irs-pdf/i5329.pdf

View solution in original post

dmertz · ‎May 31, 2019

Yes. The IRS will often accept this Form 5329 stand-alone, but every once in a while the IRS will reject it an request that it be submitted along with Form 1040X.

To prepare the Form 5329 to request the waiver, see the last page of the instructions for Form 5329:

https://www.irs.gov/pub/irs-pdf/i5329.pdf