MiriamF
Intuit Alumni

Retirement tax questions

RMD applies to a traditional IRA or a qualified retirement plan. The annuities would not have an RMD if your father purchased them himself from an insurance company. If they come from his employer, then they are probably qualified plans subject to RMD if he was over the age of 70 1/2 when he passed away.

If you change your answer to no, part of the distribution was not an RMD, your problem should go away.

If your father was older than 70 ½, you can use this web site to calculate the RMD.


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