Husband didn’t take the RMD for 2022. When he realized he took it in Feb 2023 for 2022. Then he took ‘23 RMD in Dec. how do I report the 2022 RMD?

[juanita1224]

Do I need to file an amendment to 2022?

[fanfare]

you add the two amounts and include the sum on 1040 Line 4b.

You should have a 1099-R showing that sum.

@juanita1224