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Pension RMD after death
My husband died 4 years ago. He had received a small monthly pension from a former employer. Out of the blue, this year I received a check in the mail. The 1099R I received says in box 7 (4) which is Death. I had heard nothing from them after I let them know he had died. on TurboTax, it asks if this was a RMD and that one was due. He was born in 1937, i was born in 1948. I have figured the RMD on my money but not this one. Do i need to pay on this. He had opted to receive monthly payments with them to not continue after he died.
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March 6, 2020
1:55 PM