No Form 5329 and No Further Action Required for Automatic Waivers of Excise Tax Generally, IRS Form 5329 must be filed for any RMD not taken by the deadline, whether to pay the excise tax or ...

(Withdrawals from Roth IRAs are not required until after the death of the account owner, and as of 2024, RMDs are no longer ...

If you're age 73 or older and retired, the annual deadline for required minimum distributions is approaching, according to the IRS. Generally ... But you must file Form 5329 with a letter of ...

(For help on how to do the math, try an RMD calculator.) Next, file tax form 5329, "Additional Taxes on Qualified Plans (Including IRAs) And Other Tax Favored Accounts." This form can be filed ...