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Miss an RMD and the IRS penalty is 25%. File Form 5329 with a two-paragraph letter and the agency has waived it for nearly everyone who has asked

Quick ReadFiling Form 5329 with a two-paragraph letter can eliminate a 25% IRS excise tax on missed RMDs, and Ed Slott says ...

Form 5329: Additional Taxes on Qualified Plans and Other Tax-Favored Accounts

What Is Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts? Form 5329 is an ...