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Level 2
April 9, 2022
Solved

Required Minimum Distribution Reporting for Pension Plan Beneficiaries

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.

    ColeenD3
    ColeenD3Answer
    Alumni - Intuit
    April 9, 2022

    She should say, yes, this is all an RMD.

    2 replies

    ColeenD3
    ColeenD3Answer
    Alumni - Intuit
    April 9, 2022

    She should say, yes, this is all an RMD.

    Leif182Author
    Level 2
    April 9, 2022

    Thank you very much for your help!