364845
You'll need to sign in or create an account to connect with an expert.
If the box 'Total Distribution' is marked on the 1099-R, then RMD does not apply and you could answer No.
If not, and you are continuing to receive monthly payments for sale of stock from Merrill Lynch, and your father was over 70-1/2 when he died, you can answer Yes.
Here's more info about RMD:
https://ttlc.intuit.com/replies/3302117
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
kgsundar
Level 2
kgsundar
Level 2
CRAM5
Level 2
In Need of Help
Level 1
cboise
New Member