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    tableclocks's Avatar
    tableclocks Posts: 431, Reputation: 2
    Full Member
     
    #1

    Jan 30, 2022, 10:30 AM
    ira rmd
    i just noticed my 2020
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,834, Reputation: 846
    Senior Tax Expert
     
    #2

    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
    tableclocks's Avatar
    tableclocks Posts: 431, Reputation: 2
    Full Member
     
    #3

    Jan 30, 2022, 11:35 AM
    thank you
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,834, Reputation: 846
    Senior Tax Expert
     
    #4

    Jan 30, 2022, 04:50 PM
    Glad to Help

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