I received a 1099r statement of survivor annuity paid for the remaining amount received from my mothers retirement account. How do I answer the question about RMD?
The question asks how much of the amount received was a RMD? All, some or none? There is no more money in left in her retirement account.
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1 Replies
ColeenD3
Expert Alumni
Mar 2, 2022 5:00:46 AM
Yes, it is an RMD. The administrators of retirement plans calculate the RMD for recipients so there is never any question about meeting it.