I received the RMD payment from my 401k in January of 2019 and the Form 1099-R says Calendar year 2019. My understanding is that this is ok since it is before April of 2019, the year after I turned 70 1/2. However, I don't know when I should include this information on my income taxes. Do I include this with the 2018 taxes or wait to report it wit my 2019 taxes. Of course I will be getting another RMD in 2019 so that would mean reporting 2 RMDs in the same year. What should I do?
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You are correct. You would file this on your 2019 taxes since you received the payment in 2019 and the form is for 2019.
You are correct. You would file this on your 2019 taxes since you received the payment in 2019 and the form is for 2019.
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