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April 9, 2024
Question

Husband didn’t take the RMD for 2022. When he realized he took it in Feb 2023 for 2022. Then he took ‘23 RMD in Dec. how do I report the 2022 RMD?

  • April 9, 2024
  • 1 reply
  • 0 views
Do I need to file an amendment to 2022?

1 reply

fanfare
Employee
April 9, 2024

you add the two amounts and include the sum on 1040 Line 4b.

You should have a 1099-R showing that sum.

 

@juanita1224