MarilynG1
Expert Alumni

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.

 

@Meesha01 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"