Solved: I am a retired minister and receive a 1099-R for an annuity I receive each month since retirement. Turbo keeps asking if this was an RMD? Which box do I check?

I am a retired minister and receive a 1099-R for an annuity I receive each month since retirement. Turbo keeps asking if this was an RMD? Which box do I check?

As an annuity I am not required to withdraw an RMD?

posted

If you are receiving monthly distributions based on your life expectancy, the payer/financial institution is sending your required minimum distributions. If not, they would be making the necessary adjustments and/or alerting you to that. You can always check with them, to be sure.

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