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New Member
posted Apr 14, 2025 8:23:45 AM

Is there a RMD if my annuity is a death benefit?

How would you determine the taxable amount?

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1 Replies
Expert Alumni
Apr 14, 2025 10:56:03 AM

Beneficiaries of retirement plans after the death of the account owner are subject to required minimum distribution (RMD) rules. You would have to enter the 1099-R in TurboTax to determine the taxable amount.