KeshaH
Expert Alumni

Retirement tax questions

I'm sorry for your loss.

 

If this is a 1099-R from a non-qualified annuity, it wouldn't be an RMD (required minimum payment). RMDs apply to qualified annuities and traditional retirement accounts such as IRAs and 401ks.

 

I suggest contacting the broker to confirm the kind of annuity and whether this is an RMD.