AmyC
Expert Alumni

Retirement tax questions

Those are questions for a rollover. The RMD is not a rollover. Your husband had a required RMD for the year. You should enter the 1099-R as a distribution. 

 

The rest of the money should have been rolled over to you and if you received a form it would not have a taxable amount unless you withdrew another amount.

I am very sorry for your loss.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"