I did not take a RMD in 2017 in error. Took it 1/3/2018. I guess I need form 5329. Where is It? Thank you

nrgcrg — Thu, 06 Jun 2019 14:25:20 GMT

Where do I find form 5329

Since you did not receive a Required Minimum Distribution...

KittyM — Thu, 06 Jun 2019 14:25:21 GMT

Since you did not receive a Required Minimum Distribution in 2017, you will not report your distribution on your 2017 return. Instead, you will report two distributions in 2018. (You will likely receive two 1099-R's, as well, unless you took your 2018 distribution at the same time.) You will report the penalty in your 2018 return.

topic I did not take a RMD in 2017 in error. Took it 1/3/2018. I guess I need form 5329. Where is It? Thank you in Retirement tax questions

I did not take a RMD in 2017 in error. Took it 1/3/2018. I guess I need form 5329. Where is It? Thank you

Since you did not receive a Required Minimum Distribution...