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Level 2
posted Jun 5, 2019 10:31:38 PM

1099-R Distribution Code 4, from last pension plan payment. Is it an RMD?

My mother died in the middle of August, and the 1099-R amount was the amount of her monthly pension payment, which I received as her beneficiary.   The pension was from the Teacher's Retirement Systems.  Turbo Tax is asking me if this was an RMD, and I don't know.  

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1 Replies
Level 15
Jun 5, 2019 10:31:39 PM

The entire amount was RMD.