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MIssed RMD for 2022 ,to be reported in 2023 when actully taken. Do you file form 5329 with the 2022 tax return asking for the wavier or with the 2023 tax return?

Panthers
Level 2
 
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Just-Lisa-Now-
Level 15
Level 15

2022 you include the 5329 and the waiver in Part IX


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qbteachmt
Level 15

Make sure to read your topic and the replies where you First asked this. There is no need to keep asking the same thing; it's the same people you already asked.

Here is the original topic:

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/missed-rmd-what-year-is...

 

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