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New Member
posted Jun 4, 2019 5:31:49 PM

Do I need to file a 5329 form for a missed RMD? do I need to file it separated or with the 2017 tax return?

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Level 9
Jun 4, 2019 5:31:50 PM

Yes, if you did not take the required minimum distribution you must file Form 5329 to pay the penalty.  File Form 5329 with your tax return.


1 Replies
Level 9
Jun 4, 2019 5:31:50 PM

Yes, if you did not take the required minimum distribution you must file Form 5329 to pay the penalty.  File Form 5329 with your tax return.