sdtalbert
Returning Member

Inherited 1099R

I inherited a non Qualified Annuity (4D in box 7 of 1099R). 

Deceased was born before 1952, so the turbo tax is asking if the withdrawal was an RMD - since all accounts were closed upon death, so do I answer this question yes or no?

If I answer no - it ask me if I want to use the special averaging method?

if I answer yes, some was RMD, then it ask if all or part was RMD..how would I answer that?