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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.
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June 4, 2019
2:46 PM
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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.
June 4, 2019
2:46 PM
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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.
June 4, 2019
2:46 PM
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Retirement tax questions
So sorry for your loss. The answer given will still be the same.
June 4, 2019
2:46 PM
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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
June 4, 2019
2:46 PM