Thanks for the reply. Am doing taxes for my Dad who passed away in May... I called administrator and was told IRS pub 721 would be where to find out how to calculate... should I assume zero for 2020?
VolvoGirl
Level 15
Apr 27, 2021 4:19:44 PM
Yes 0. When it asks if this is a RMD say NO. There is no RMD for 2020. Or was this from a pension?
VolvoGirl
Level 15
Apr 27, 2021 4:23:14 PM
I looked up Pub 721. That seems to be for retirees. If this was a pension then say Yes it was all the RMD. Anything a pension pays you is considered to be the RMD.