- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Required Minimum Distribution Reporting for Pension Plan Beneficiaries
I am helping a friend with her taxes. She inherited a pension from her deceased spouse many years ago and has received a 1099-R. TurboTax is asking whether any of the money she received from the pension in 2021 is a required minimum distribution and, if so, how much. What are the reporting rules on this? She is in her nineties. Thank you for your help.
‎April 9, 2022
12:45 PM