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Level 2
posted Apr 18, 2021 3:30:48 PM

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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1 Best answer
Expert Alumni
Apr 18, 2021 4:02:24 PM

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

1 Replies
Expert Alumni
Apr 18, 2021 4:02:24 PM

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