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Retirement tax questions
@kokjohnj wrote:
I entered 4 (death) on box 7, then it asks me a series of questions. unitl I reach
Was this withdrawl and RMD,
I check yes and all of distribution was an RMD
then it exits to main 1099R screen
If this is 2020 1099-R the answer NO, it was NOT an RMD and you were not required to even take it. There is no RMD for 2020.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎January 13, 2021
6:31 PM