I received full distribution of annuity from deceased father. Is all or any of it considered a RMD?

pweinberg · ‎June 1, 2019

macuser_22 · ‎June 1, 2019

Just say it was all a RMD since an annuity is not eligible for rollover anyway.

The answer to the question does not go on your tax return, it is simply to make sure you do not owe any penalty for not taking the RMD or use it for an ineligible rollover.

The question is just to be sure that the requirement was met.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

macuser_22 · ‎June 1, 2019

Just say it was all a RMD since an annuity is not eligible for rollover anyway.

The answer to the question does not go on your tax return, it is simply to make sure you do not owe any penalty for not taking the RMD or use it for an ineligible rollover.

The question is just to be sure that the requirement was met.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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I received full distribution of annuity from deceased father. Is all or any of it considered a RMD?