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IRA RMD 70 1/2 then date of next distribution
Taxpayer turned 70.5 In April 2017.... gave first RMD to charity in late April 2017.... I think that one was required by April 1, 2018. WHEN is the second one required to be made? By December 2018? I am getting confused because the birthday was in 2016, but the half birthday crossed into the next year. I am almost positive that because 70.5 went... -
Standalone 5329 for prior year missed RMD?
Instructions for 5329 state "Prior tax years. If you are filing Form 5329 for a prior year, you must use the prior year's version of the form. If you do not have any other changes and have not previously filed a federal income tax return for the prior year, file the prior year's version of Form 5329 by itself (discussed earlier). If you have other...
