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Retirement tax questions
If the Form 1099-R has your SSN on it, yes, this income to you and is reportable on your tax return.
You can indicate that this was all RMD and your entire RMD. This will prevent TurboTax from calculating any penalty for failing to take an RMD.
Inheritance taxes have nothing to do with income taxes.
‎June 5, 2019
11:59 AM