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June 1, 2019
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Can we file form 5329 after filing my 2016 1040A?

  • June 1, 2019
  • 1 reply
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We had a family emergency and death this Dec. and forget to take a MRD.  We took the distribution on Jan. 3, 2017.  Can we file the 5329 and ask for relief?
Best answer by dmertz

Yes.  The IRS will often accept this Form 5329 stand-alone, but every once in a while the IRS will reject it an request that it be submitted along with Form 1040X.

To prepare the Form 5329 to request the waiver, see the last page of the instructions for Form 5329:

https://www.irs.gov/pub/irs-pdf/i5329.pdf


1 reply

dmertzAnswer
Employee
June 1, 2019

Yes.  The IRS will often accept this Form 5329 stand-alone, but every once in a while the IRS will reject it an request that it be submitted along with Form 1040X.

To prepare the Form 5329 to request the waiver, see the last page of the instructions for Form 5329:

https://www.irs.gov/pub/irs-pdf/i5329.pdf