Thanks for the quick reply. Regrettably, TT does not give me that option. I get the following dialogue:
Since the person who passed away would have been over age 72 in 2021, (my name) (or they) needed to take a minimum amoun of money out of the account. This is known as a ... RMD.
Was this withdrawal an RMD?
O Yes, some or all of this withdrawal was an RMD.
O No, none of this withdrawal was an RMD.
To reiterate, this is an inherited, non-qualifying annuity. Coded 4D in the box 7 of the 1099-R.
Thanks,
jd
