Ebeth1912
New Member

RMD

My husband died before 701/2. I inherited his retirement check. I keyed in the 1099R info and TT is asking, since he would have been over 701/2 in 2019, I needed to take a minimum amount of money out of the account -RMD.  I am not over 70. So the question is:

Was this withdrawal an RMD?

Yes, some or all was RMD or No, none of this was RMD.

Now it has been raised to 72 for RMD. So how do I answer?