Retirement tax questions

katiekjt · ‎March 10, 2020

Hi - I goT a different answer from DoninGA SuperUser and now I'm really confused:

TurboTax is asking me for Required Minimum Distribution information on a 1099-R that I entered for a non-qualified annuity my wife inherited from her mom. I didn't think RMD applied. Not sure how to answer the prompts.

25 helpful votes

I entered 1099-R box 7: 4 (Death) D (nonqualified annuity). Later Turbo Tax is asking how much of the annuity distribution was RMD. How should I answer?