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leelowe99
New Member

1099 r form mom died

how answer rmd question
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2 Replies
rjs
Level 15
Level 15

1099 r form mom died

Are you working on your mother's tax return or your own tax return?


There is more than one question about RMDs in TurboTax. What is the exact "RMD question" that TurboTax is asking you - the entire question, word for word?


What kind of plan is the 1099-R from. Be specific.


What is the date of your mother's death?
What is her date of birth?


Whose name and Social Security number are shown as the recipient on the 1099-R?


What is the distribution code in box 7 of the 1099-R?


Is the IRA/SEP/SIMPLE box checked on the 1099-R?

 

PattiF
Expert Alumni

1099 r form mom died

If the 1099-R is checked as a total distribution, then answer yes to the RMD distribution.

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