Retirement tax questions

...AND...and if he was age 70.5 or older in 2019, then the RMD question is always asked for any 1099-R form, even on a Retirement/Pension $$ in which you have no control over the RMD amounts.  When asked this for that Military 1099-R, you just answer YES...it was an RMD, and all of the RMD was received. 

 

(OK, I suspect there will be some with certain box 7 codes where the RMD question will not be asked...but you must use whatever box 7 codes are on your 1099-R)

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*