Sample Letter Of Explanation For Missed-RMD Penalty Relief Alongside Form 5329

Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

Download our Sample Letter Of Explanation For Missed-RMD Penalty Relief Alongside Form 5329 below, and check out "How To (Correctly) Fix A Forgotten, Missed, Or Miscalculated Required Minimum Distribution (RMD)" for more tips and strategies!

Download (DOCX, 14KB)

Nerd’s Eye View Praise

Nerd’s Eye View Praise

Showcase YOUR Expertise

Stay In Touch

Questions?