My retirement account did not send me a notice to take an RMD for 2022....

tribuilder Member Posts: 2 Newcomer
edited January 4 in General

I have now corrected that and taken the proper amount for that missed RMD as well as the proper amounts for 2023. I called the IRS and their advice was to file a 1040X for 2022 and attach form 5329, explaining what happened and the actions I have taken….does this all sound correct? Thx….

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