Retirement tax questions

[ B ] [ C ]

in your case YES.

Moreover , due to TurboTax issues.

to avoid penalty, for each 1099-R, tell TurboTax that distributed amount is the calculated required amount.

 

[ D } all distributions have to be reported.

IRS computers will do their thing. It's not clear that IRS is putting a lot of energy into this potential TAX GAP.

{ E }

any distribution after death will have your SSN on it.

 

@jim4979