I filed the Form 5329 with my 2018 return explaining the reason for not withdrawing the full amount of the RMD and was including the full amount of the RMD on t...
Yes, they knew it was partly the RMD for 2018 but said they were obligated to report all 2019 distributions on the 2019 1099-R.My 2018 showed income greater tha...
I did include it in 2018 income because the IRS was going to charge a 50% penalty. I discovered the 2018 RMD distribution shortage in February 2019 as I was fil...
