RMD -Didn't Take Out!

[zeros]

Taxpayer didn't take her RMD for 2010. Return has not been sent in yet. What form do I use to "plead her case" so she can avoid the penalty?

[dyne]

form 5329, lines 1 and 2 and/or lines 50, 51 and 52.

[dktax]

Payment

Is it correct to hold payment until you get a decision from the IRS on the waiver request?

[S T]

RMD and Form 5329

This post might assist you, these are older posts

http://www.taxalmanac.org/index.php/Discussion:Form_5329_-_Penalty_for_Failure_to_Make_RMD

and http://www.groco.com/readingroom/ret...lties_rmd.aspx

I have succesfully managed to have the penalty waived in 2 -3 taxpayers in the last few years.

Sandy