Level 1

Inherited Annuity from my mother age 90 died in 2020

I have a 1099-R for an annuity (non IRA) distribution from my mother age 90 who died in May 2020. Gross Distribution $45k. Taxable amount $13K. Distribution code 4D.  Turbotax wants to know if this was an RMD. How do I answer? 

Expert Alumni

Retirement tax questions

You can answer either way. The RMD requirement was suspended for 2020.

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