We received 1099-R for life insurance policy due to death of my wife's mother. She took total distribution. Since not a IRA there is no RMD - do I click "No" for RMD?

[MichaelL1 · Accepted solution]

You are going to actually click Yes, and say that the total RMD was received due to getting a total distribution.

It is an insurance product you have, it may have a life insurance feature as part of the product, however, it is an IRA.  

[HJPA]

Thanks - one more clarifcation Turobo Tax asks 1) was all/part of this RMD - I answerd yes.  Then it asks was the entire about RMD OR what $ amount is the RMD portion - I do not know - I plan to call company but do you happen to know if I should respond "All was RMD"

[VolvoGirl]

Say all

[MichaelL1]

agreed