My wife was the beneficiary (along with her two siblings) of a small annuity when her mother passed away in 2019 (at the age of 80). She received a 1099-R showing the Gross Distribution. It was a "total distribution" and not taxable.
Any Periodic Payments.................The question asks: Did "MY WIFE" receive payments from this retirement account on a regular basis such as monthly, quarterly or annually?
Since it was not my wife's retirement account, I'm not sure how to answer this. I believe my mother-in-law was receiving an annual distribution. But "my wife", of course was not receiving anything. Thank you for your assistance.
