Received a 1099-R for distribution from a 403B. This same amount has been withdrawn yearly for several years. Does this qualify as an "Equal Periodic Payment"?

[DDollar · Accepted solution]

"Equal Periodic Payments" refers to individuals who use the "72-T" option to begin withdrawals from an IRA before they reach age 59-1/2 without penalty.  The fact that you are taking distributions of the same amount each your doesn't apply, You should indicate no, unless you are taking advantage of 72-T.