cydb35
New Member

Retirement tax questions

I was reading through this information trying to find an answer to my question and thought maybe I can ask here..

 

I received a pension payout for a retirement plan that belonged to a deceased member of my family.  Part of this was RMD, part was not (as far as I can tell, 2 checks were sent).  I am reporting the total amount listed on the 1099-R but then the question pops up, how much of this was RMD... do I put in the gross amount or the post tax amount I received in the check?  Does it matter?

 

Thanks for any help!