Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Oct 5, 2020 3:02:57 PM

HOW DO I KNOW IF MY 1099-R WAS RMD?? ITS RETIREMENT FROM MY DECEAST HUSBANDS ACCOUNT

0 2 536
2 Replies
Level 15
Oct 5, 2020 3:51:48 PM

It IS the required RMD ... all retirement accounts are ... just say yes. 

Level 15
Oct 6, 2020 5:56:29 AM

It may or may not have been an RMD depending on the type of account and your husband's age, but if you didn't roll the distribution over to another retirement account, it does't matter how you answer TurboTax's question asking if the distribution was an RMD.  TurboTax only asks the question to determine how much is eligible for rollover.