jan357
New Member

I received a Statement of Survivor Annuity Paid-1099R. I get to the part where it asks me about RSD and I am not sure what to put there. Need help with this.

 

Retirement tax questions

Best to put yes, it is RMD and yes I am taking all the required RMD as it is an Annuity so you are.

RMD is Required Minimum Distribution. 

jan357
New Member

Retirement tax questions

I only received a death benefit though- My mom passed away in 2017-June   She was getting annuity payments until she passed away.

Retirement tax questions

So sorry for your loss.  The answer given will still be the same.
jan357
New Member

Retirement tax questions

it asks about receiving payments-1st year u started received payments- my mom received the payments- this is the only $ or pymt I got was death benefit

Retirement tax questions

This is your first year of receiving payments.