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.**