dglee359
New Member

1099-R Distribution from Annuity (Parent)

Received what's left of an Annuity split among the surviving children. The 1099-R had my portion in box 1 and a taxable amount in box 2a. TurboTax asks (after confirming decreased was > 70.5 age), if this was a partial RMD, full or continuing from previous years. Box 5 was also populated, all other boxes were empty, save for box 7, which was 4D. How should the question be answered?