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Level 1
June 6, 2019
Question

How do I determine the amount of a1099R distribution that is a RMD?

  • June 6, 2019
  • 2 replies
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2 replies

macuser_22
Alumni - Champ
Alumni - Champ
June 6, 2019
Depends if it is a 1099-R for an IRA or pension.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Alumni - Champ
June 6, 2019

Normally, the plan administrator will let you know. But see this for an IRA:

https://www.irs.gov/pub/irs-tege/uniform_rmd_wksht.pdf