Reporting RMD

I am filing 2016 tax return. What form do I use to report RMD amount required on annuity if no funds were disbursed from the annuity account? (It should be noted that this RMD amount was satisfied with disbursements from other retirement accounts, but I need to account for amount of annuity RMD .)

Thx!

posted

Connect with an expert

1 Reply

Reporting RMD

An annuity does not require an RMD. Only IRAs and 401-K type plans require RMDs because they have a cash value.

You would normally get a 1099-R for any distributions you receive. If you did not get a distribution from that account, there is nothing to report.

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

Still have questions?