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Workflow1
Level 1

Inherited Annuity from my mother age 90 died in 2020

I have a 1099-R for an annuity (non IRA) distribution from my mother age 90 who died in May 2020. Gross Distribution $45k. Taxable amount $13K. Distribution code 4D.  Turbotax wants to know if this was an RMD. How do I answer? 

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Accepted Solutions
ColeenD3
Expert Alumni

Inherited Annuity from my mother age 90 died in 2020

You can answer either way. The RMD requirement was suspended for 2020.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
ColeenD3
Expert Alumni

Inherited Annuity from my mother age 90 died in 2020

You can answer either way. The RMD requirement was suspended for 2020.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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