MaryK4
Expert Alumni

Retirement tax questions

The RMD is based on your father's age at the time of death.  If you received a payout for the account, you received the RMD because there is nothing left in the account.  If you only took a partial distribution, you can ask the plan administrator (the person/ company you received the 1099-R from).  

 

Required Minimum Distributions (RMDs) generally are minimum amounts that a retirement plan account owner must withdraw annually starting with the year that he or she reaches 72 (70 ½ if you reach 70 ½ before January 1, 2020), if later, the year in which he or she retires.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"