Sh19
Level 2

Pension Lump sum distribution and RMD

My situation is that I received a lump sum pension distribution in July, 2019.

I rolled it over to a IRA. 

I did not receive any Form1099-R or documentation from the employer if they had taken out the Federal and State taxes prior to the rollover. 

 

I turned 70 1/2 in December 2019.  Am I required to file for RMD now for 2019 and also 2020, 2021, etc?   Do I report the 2019 RMD if paid before April 2020 on the 2020 tax return?  

 

I understand there is a new law requiring RMD at age 72.  Would I be able to be grandfathered in?

 

Thanks