https://ttlc.intuit.com/community/taxes/discussion/form-5329-line-55/01/3206060#M1179052 <P>In January, 2024, I realized my plan administrator missed making automatic RMD distributions in 2023. I immediately requested the distribution. &nbsp;On Form 5329 I am requested a waiver of the penalty. &nbsp;Do I need to fill out Line 55? &nbsp;If so, does the tax get included in total taxes due and if waiver is granted, I get a refund?</P> Tue, 10 Feb 2026 11:09:04 GMT no-name1 2026-02-10T11:09:04Z https://ttlc.intuit.com/community/taxes/discussion/form-5329-line-55/01/3206060#M1179052 <P>In January, 2024, I realized my plan administrator missed making automatic RMD distributions in 2023. I immediately requested the distribution. &nbsp;On Form 5329 I am requested a waiver of the penalty. &nbsp;Do I need to fill out Line 55? &nbsp;If so, does the tax get included in total taxes due and if waiver is granted, I get a refund?</P> Tue, 10 Feb 2026 11:09:04 GMT https://ttlc.intuit.com/community/taxes/discussion/form-5329-line-55/01/3206060#M1179052 no-name1 2026-02-10T11:09:04Z https://ttlc.intuit.com/community/taxes/discussion/re-form-5329-line-55/01/3206917#M1179344 <P>No, you don't include the tax on line 55 of Form 5329 or on your return. If your waiver request is denied, the IRS will send you a notice of tax due, which is unlikely to happen.</P> Wed, 21 Feb 2024 03:43:14 GMT https://ttlc.intuit.com/community/taxes/discussion/re-form-5329-line-55/01/3206917#M1179344 ThomasM125 2024-02-21T03:43:14Z