fanfare & dmertz,
What was not mentioned was that as the financial institution mandated and conducted the split of the RMD, requiring both of us to be present, we were each given our equal shares separately.
As such is the case, my 1099-R only shows half of the total RMD taken. Thus, the confusion on selecting either “I did”, or “did not”, receive all the distribution. Technically, concerning what was due to me “yes”, although literally, “no”.
The suggested tax waiver for answering with the later seems to involve the CARES Act and probably has nothing to do with my situation, although who wouldn’t be interested in a waiver. From the answers to my question here it appears that I should just say that I did receive all of the RMD.
Thanks.
