I am helping a friend with her taxes. She inherited a pension from her deceased spouse many years ago and has received a 1099-R. TurboTax is asking whether any of the money she received from the pension in 2021 is a required minimum distribution and, if so, how much. What are the reporting rules on this? She is in her nineties. Thank you for your help.
She should say, yes, this is all an RMD.
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