topic I did not take my 2015 RMD, reported it to the IRS, was granted a waiver in 2016. I took 2015+2016 RMDs in 2016. how do I report this situation to the IRS? do I need to? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/i-did-not-take-my-2015-rmd-reported-it-to-the-irs-was-granted-a-waiver-in-2016-i-took-2015-2016-rmds/01/673410#M64218 <P>do I fill out form 5329 with 2016 tax forms? even though I already reported issue to IRS and was granted waiver?</P><P>or fill out form 5329 for 2015 and include it and waiver letter with 2016 tax forms?</P> Thu, 06 Jun 2019 10:35:19 GMT ap3pandya 2019-06-06T10:35:19Z I did not take my 2015 RMD, reported it to the IRS, was granted a waiver in 2016. I took 2015+2016 RMDs in 2016. how do I report this situation to the IRS? do I need to? https://ttlc.intuit.com/community/retirement/discussion/i-did-not-take-my-2015-rmd-reported-it-to-the-irs-was-granted-a-waiver-in-2016-i-took-2015-2016-rmds/01/673410#M64218 <P>do I fill out form 5329 with 2016 tax forms? even though I already reported issue to IRS and was granted waiver?</P><P>or fill out form 5329 for 2015 and include it and waiver letter with 2016 tax forms?</P> Thu, 06 Jun 2019 10:35:19 GMT https://ttlc.intuit.com/community/retirement/discussion/i-did-not-take-my-2015-rmd-reported-it-to-the-irs-was-granted-a-waiver-in-2016-i-took-2015-2016-rmds/01/673410#M64218 ap3pandya 2019-06-06T10:35:19Z If you already requested and was granted a waiver by the... https://ttlc.intuit.com/community/retirement/discussion/if-you-already-requested-and-was-granted-a-waiver-by-the/01/673414#M64219 <P>If you already requested and was granted a waiver by the IRS for the late 2015 RMD distribution, there is no need to file Form 5329 to request the waiver again.&nbsp; Simply report the combined distribution on your 2016 tax return by entering the Form 1099-R.</P><P>If the IRS is instead instructing you to file Form 5329 to request the waiver, it's a 2015 Form 5329 to request the waiver that you must file separately from your 2016 tax return.<BR /></P><BR /> Thu, 06 Jun 2019 10:35:20 GMT https://ttlc.intuit.com/community/retirement/discussion/if-you-already-requested-and-was-granted-a-waiver-by-the/01/673414#M64219 dmertz 2019-06-06T10:35:20Z You should keep all those papers with your tax records, b... https://ttlc.intuit.com/community/retirement/discussion/you-should-keep-all-those-papers-with-your-tax-records-b/01/673441#M64224 <P>You should keep all those papers with your tax records, but if the RMD was lacking for tax year 2015, and it has been resolved, or the IRS gave you a waiver, there is nothing special you need to report on your 2016 tax year return. <BR /></P><P>Enter the 1099-R as is reported. <BR /></P> Thu, 06 Jun 2019 10:35:23 GMT https://ttlc.intuit.com/community/retirement/discussion/you-should-keep-all-those-papers-with-your-tax-records-b/01/673441#M64224 KrisD 2019-06-06T10:35:23Z
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topic I did not take my 2015 RMD, reported it to the IRS, was granted a waiver in 2016. I took 2015+2016 RMDs in 2016. how do I report this situation to the IRS? do I need to? in Retirement tax questions
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https://ttlc.intuit.com/community/retirement/discussion/i-did-not-take-my-2015-rmd-reported-it-to-the-irs-was-granted-a-waiver-in-2016-i-took-2015-2016-rmds/01/673410#M64218
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<P>do I fill out form 5329 with 2016 tax forms? even though I already reported issue to IRS and was granted waiver?</P><P>or fill out form 5329 for 2015 and include it and waiver letter with 2016 tax forms?</P>
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I did not take my 2015 RMD, reported it to the IRS, was granted a waiver in 2016. I took 2015+2016 RMDs in 2016. how do I report this situation to the IRS? do I need to?
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https://ttlc.intuit.com/community/retirement/discussion/i-did-not-take-my-2015-rmd-reported-it-to-the-irs-was-granted-a-waiver-in-2016-i-took-2015-2016-rmds/01/673410#M64218
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<P>do I fill out form 5329 with 2016 tax forms? even though I already reported issue to IRS and was granted waiver?</P><P>or fill out form 5329 for 2015 and include it and waiver letter with 2016 tax forms?</P>
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If you already requested and was granted a waiver by the...
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<link>
https://ttlc.intuit.com/community/retirement/discussion/if-you-already-requested-and-was-granted-a-waiver-by-the/01/673414#M64219
</link>
<description>
<P>If you already requested and was granted a waiver by the IRS for the late 2015 RMD distribution, there is no need to file Form 5329 to request the waiver again.&nbsp; Simply report the combined distribution on your 2016 tax return by entering the Form 1099-R.</P><P>If the IRS is instead instructing you to file Form 5329 to request the waiver, it's a 2015 Form 5329 to request the waiver that you must file separately from your 2016 tax return.<BR /></P><BR />
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<pubDate>Thu, 06 Jun 2019 10:35:20 GMT</pubDate>
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https://ttlc.intuit.com/community/retirement/discussion/if-you-already-requested-and-was-granted-a-waiver-by-the/01/673414#M64219
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<dc:creator>dmertz</dc:creator>
<dc:date>2019-06-06T10:35:20Z</dc:date>
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<title>
You should keep all those papers with your tax records, b...
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<link>
https://ttlc.intuit.com/community/retirement/discussion/you-should-keep-all-those-papers-with-your-tax-records-b/01/673441#M64224
</link>
<description>
<P>You should keep all those papers with your tax records, but if the RMD was lacking for tax year 2015, and it has been resolved, or the IRS gave you a waiver, there is nothing special you need to report on your 2016 tax year return. <BR /></P><P>Enter the 1099-R as is reported. <BR /></P>
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<pubDate>Thu, 06 Jun 2019 10:35:23 GMT</pubDate>
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https://ttlc.intuit.com/community/retirement/discussion/you-should-keep-all-those-papers-with-your-tax-records-b/01/673441#M64224
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<dc:creator>KrisD</dc:creator>
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