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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.
March 1, 2025
2:06 PM