herbeez
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I entered the 1099Rs as instructed and then when I did the audit on form 5329, it showed that my RMD doubled! How do I correct this? Thanks.
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One 1099R was for an RMD to a charity. This one had a distribution code of Y7. The other was an RMD payment directly to me. This one has a distribution code of ...
Activity Feed for herbeez
- Posted Re: RMD 1099R - I have two of these from the same investment company. Do I combine them? on Retirement tax questions. a month ago
- Cheered Re: I can't get the online version to prompt me about a missed RMD, and I can't add it under other tax situations. How do I get to form 5329? for user17717068100. a month ago
- Posted Re: RMD 1099R - I have two of these from the same investment company. Do I combine them? on Retirement tax questions. February 20, 2026 10:10 AM
- Posted RMD 1099R - I have two of these from the same investment company. Do I combine them? on Retirement tax questions. February 20, 2026 6:48 AM