Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Failure to Take Required Minimun Distribution in 2024
Failure to Take Required Minimun Distribution in 2024
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
SheilaJoyce4
Level 2
2 hours ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.
Labels
