Thank you everyone.
So regarding 1099-R,
beside taking my husband's last RMD from Vanguard TRA IRA,
I have another type of 1099-R which is from my husband's State Retirement Pension System, which was not IRA.
I have his for a few months payment, and mine afterwards as a survivor benefit that I started getting monthly.
After I completed entering the numbers on TT, there're a few more questions.
Then TT says
[ Tell us more about THIS retirement plan distribution.
XXX(me) needed to take an RMD from any qualified employer plans or traditional IRAx for 2023.]
and the three answers to select from are...
XXX(me) received all the RMD for 2023
XXX(me) did not receive all....
XXX(me) was not required to take an RMD for 2023
I'm not sure which one TT is referring to and why it says "I" needed to take an RMD.
Which Should I answer
#1 since I received RMD from Vanguard for my late husband? or
# 3 since RMD was for my husband even though Ithe 1099-R belongs to me ..?
Thank you
