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Get your taxes done using TurboTax
All 1099-R's indicate some sort of 'Retirement Distribution'. Even though that doesn't apply to some annuities (you probably have a different amount in Box 1 and Box 2a), you may still get the RMD question.
You can choose 'all or part of this distribution was RMD' and enter the Box 1 amount as the RMD amount as a workaround. This does not affect your return and is not reported to the IRS.
Here's more info on 1099-R for Pensions, Annuities, Retirement.
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March 19, 2025
3:25 PM