AtlantaTaxExpert
Jan 30, 2022, 10:49 AM
Richard,
The pension or IRA custodian who distributed the RMD will have generated Form 1099-R.
That Form 1099-R was sent to the IRS and you should have gotten a copy as well.
If you did NOT get the 1099-R, contact the custodian and have them send you another Form 1099-R.
You CAN wait and have the IRS add the RMD to your income, but an amendment is probably a better idea, especially if you owe added taxes.
ATE