1. I have to take RMDs from a couple of retirement accounts, but I also have qualified retirement annuity income from a couple of other accounts. It looks like there is no information on the 1099-R form that helps me tell which is RMD versus which is annuity distributions. It looks like the only way I can tell is by matching up the dollar amounts on the 1099-R with my RMD paperwork. Is this true?
2. If the 1099-R is for an annuity, how do I answer the "is this an RMD?" question from TurboTax? The Turbotax help does not explain this, and other question/answers on this site were either contradictory or unclear. I know that annuity income meets the RMD requirement, but it isn't obvious that the annuity income should be entered as an RMD in TurboTax. Can somebody please definitively answer this?
Thanks!
