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Panthers
Level 1
February 8, 2025
Solved

What year is a missed RMD reported 2024 or 2025 ? Do i get two 1099R in 2025?

  • February 8, 2025
  • 3 replies
  • 8 views
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      Best answer by BobKamman

      Same answer as when you asked  two years ago. 

      https://accountants.intuit.com/community/proseries-tax-discussions/discussion/missed-rmd-what-year-is-income-reported-2022-or-2023/00/257582 

      TurboTax has its own forum for user questions.  

       Please visit the TurboTax Help site for support.

       

      3 replies

      S
      strongsilence
      Level 10
      February 8, 2025

      A missed RMD for 2024 is reported on Form 5329

        George4Tacks
        George4Tacks
        Level 15
        February 8, 2025

        You would report the penalty (with excuse?) in 2024.

        If properly corrected you would get ONE 1099R in 2025 for both of the distributions, assuming only one financial institution is involved. 

        Answers are easy. Questions are hard!
          BobKamman
          BobKammanAnswer
          Level 15
          February 8, 2025

          Same answer as when you asked  two years ago. 

          https://accountants.intuit.com/community/proseries-tax-discussions/discussion/missed-rmd-what-year-is-income-reported-2022-or-2023/00/257582 

          TurboTax has its own forum for user questions.  

           Please visit the TurboTax Help site for support.

           

            IRonMaN
            IRonMaN
            Level 15
            February 8, 2025

            Yeah, but that was a different year  😀

            Slava Ukraini!
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