How do I know if the 1099-R gross distribution is a RMD (Required min amount)?

soledadtiem · ‎April 10, 2024

xmasbaby0 · ‎April 10, 2024

If it was from a pension it is all RMD. If it came from a retirement account like an IRA or 401k, and you do not know ---ask the plan administrator.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

JohnB5677 · ‎April 10, 2024

When you receive a distribution from an IRA, a Form 1099-R is generated at the end of the tax year.

If the distribution is for your RMD for the year There will be a Code 7 in Box 7 of the form.

Please contact us again with any additional questions or to provide some additional details.

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How do I know if the 1099-R gross distribution is a RMD (Required min amount)?