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New Member
posted Jan 23, 2025 11:24:34 AM

do I need to fill out form 5329?

should i file form 5329 for missed rmd?

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1 Replies
Expert Alumni
Jan 23, 2025 2:07:26 PM

Yes, if you missed an RMD payment, you must file form 5329 because you are subject to an additional tax penalty.