- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Annuity death benefit lump sum distribution- asking for RMD?
I received a 1099-R for a death benefit annuity distribution. The relative died in 2023, but i received a lump sum distribution in 2024 (i did not roll it into an inherited IRA.) TurboTax is asking me to enter the 2024 RMD, but I dont have this info. I talked to the annuity company and they dont have it either because the account is closed out. Should i enter $0 for the 2024 RMD since the entire account was distributed before Dec 31 2024?
‎April 10, 2025
9:07 PM