Scotttal
New Member

Retirement tax questions

Adding onto my question -

 

Given this fact pattern, how do I answer the question:


Was this withdrawal and RMD?

1) Yes, some or all of this withdrawal was an RMD

2) No, none of this withdrawal was an RMD. (This is not common.)

 

All of the distribution of her IRA to me was after my mom took her RMD in the year of her death.  All events- RMD, death, distribution, took place in 2019. 

 

Thanks.

 

Thanks, 
Scott