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?
You can answer either way. The RMD requirement was suspended for 2020.
**Mark the post that answers your question by clicking on "Mark as Best Answer"