DianeW777
Expert Alumni

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Question – should I treat my portion of the RMD (the $4,000) as “All the RMD” OR should I look at “All the RMD” as the $12,000 and select “I did not receive all the RMD for 2021”?  I look at this as my responsibility is $4,000, not $12,000 and therefore “All” refers to the $4,000.   Please advise.

 

 

Yes, answer each question about your income only, the $4,000.  Each question you should assume that $4,000 is your reported amount and answer all questions as if that was the only amount distributed

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