My mom passed in 2017 I received a disbursement from her annuity. How do I know if the withdrawal is considered an RMD withdrawl?

msmoon43 · ‎June 6, 2019

PaulaM · ‎June 6, 2019

I am sorry for your mother's passing in 2017.

If you took the distribution in one lump sum, then you can answer 'Yes' to the RMD question and that All of the distribution was an RMD.

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PaulaM · ‎June 6, 2019

Did you take a lump sum distribution?

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msmoon43 · ‎June 6, 2019

Yes my half was 10,790.80 listed in box 1 of the 1099-R with 2,029.00 as the taxable amount in box 2a

PaulaM · ‎June 6, 2019

Ok. If you took the entire distribution as a lump sum then say 'Yes' to the RMD question and continue. I will summarize in an answer below.

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PaulaM · ‎June 6, 2019

I am sorry for your mother's passing in 2017.

If you took the distribution in one lump sum, then you can answer 'Yes' to the RMD question and that All of the distribution was an RMD.

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

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