@pcarlson9
Once a person turns 70.5 (or the new 72 depending on exactly when they turned 70.5).....there will be that RMD question for that 1099-R....even if it is a standard monthly pension they've been getting for years, and the RMD question wasn't asked before. The age 70.5 (or 72) is the trigger for the question.....
The reason you have not received the RMD question for your own 1099-R forms, is probably that you haven't reached the proper age yet...sounds like that will be for the tax year you turn 72 . Makes no difference what the retirement funding source for the 1099-R is.
(OK...probably some exceptions for returns of overcontributions & such)
__________________________
Anyone who reached age 70.5 in 2019 will continue to get that question every year.....anyone reaching age 70.5 after 2019 is moved to the age 72 cutoff, and will get start to that RMD question for the tax year they reach age 72 and thereafter.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
