SheilaJoyce4
Level 2
yesterday
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Client failed to take 2024 RMD from her IRA due to broker error. The error was immediately corrected when realized. Broker files 2025 Form 1099-R for both 2024 RMD and 2025RMD?
I found information earlier in 2025 that said Form 5329 should be filed together with explanation with the 2024 Form 1040. That was done.
Now, the source of the those instructions cannot be located. Need something to validate the steps taken in filing 2024 Form 2040.
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