grandmabee Posted April 6, 2018 Report Share Posted April 6, 2018 New Client came in end of 2017. They did not take enough RMD for 2014, 2015. I had them catch up in 2017 and also take the RMD for 2017. Do I have to file the 5329 for 2014 and 2015 on 1040X for the past years? I will be asking for abatement of penalty due to the investment advisor handles ALL the accounts and should have informed them they were short. total amount short was 11,500. so hopefully it will be abated. Quote Link to comment Share on other sites More sharing options...
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