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Level 1

Question

Partial RMD withdrawal in 2020

Forum|Forum|5 years ago
February 3, 2021
11 replies
41 views

I took a partial withdrawal of my RMD ( monthly withdrawal) for several months in 2020. Th plan administrator called and asked if I wanted to suspend further payments in 2020, I agreed. My 1099-R shows what I received. Should I answer "Yes-some or all of this withdrawal was an RMD" and enter the number on the 1099-R

TurboTax Home & Biz Windows

Level 15

You can do that although technically it’s not a RMD since they were suspended for 2020. The important thing is that you report what you withdrew and didn’t roll over.

Level 15

TurboTax only asks the question to determine how much was eligible for rollover. If you didn't roll over any of these distributions, it doesn't matter how you answer this question.