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D
David_Wilhelmsr
January 6, 2024
Question

How to Correct Required Minimum Distribution Failures?

  • January 6, 2024
  • 2 replies
  • 0 views
Found the mistake for 2023 on the 4th of Jan 2024. Have since made the needed distribution. How do I inform he IRS?

2 replies

A
Anonymous_
Employee
January 6, 2024

@Critter-3 ?

Critter-3
Critter-3
January 6, 2024

In actuality ... there is nothing you need to do since the IRS never has sent any notices on missed RMD that have been corrected by the taxpayer.  You will simply not have a distribution to report on the 2023 return. But you will have 2 RMD distributions to report on the 2024 return.

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