@stanpuza wrote:
no idea of RMD issue im 76 now i assume yhis has been handled all ready by my financial institution still dont know which box to check ?
For 2020 you check "None of this distribution was a RMD" because it was not - there was no 2020 RMD's.
Nothing about that question goes on a tax return. The ONLY reason for the question is to determine if the distribution was eligible for rollover.
**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.**
