lburdickandasso ciates
Level 3
10-08-2023
09:52 PM
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So I helped a client take her RMDs in Jan of 2023 for both 21, and 22. It was a substantial amount...
Neither return had been filed. She requested an extension and I am preparing both years now. Can I just add the form 5329 to each year, list amounts taken late?
She still has not taken her RMD for 2023 so I am trying to assist her to get that ball rolling also. Shes in her 80's and her memory not the best.
Any thoughts?
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