2014 RMD done in 2015...

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  • AZ-Tax
    Senior Member
    • Feb 2008
    • 2604
    #1

    2014 RMD done in 2015...

    TP forgot to take 2014 RMD by 12/31/2014 and instead took it late in Jan 2015. We filed the form along with trade confirms requesting abatement of penalties. No 1099-R was issued which I assume will not be issued for 2014 but both, late 2014 RMD & 2015 RMD will appear on 2015 1099-R, correct?
    Tags: None
    • marlenew
      Member
      • Apr 2012
      • 41
      #2
      Yes...that is correct

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