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Level 2
posted Apr 9, 2022 12:45:47 PM

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.

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1 Best answer
Expert Alumni
Apr 9, 2022 12:56:42 PM

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

2 Replies
Expert Alumni
Apr 9, 2022 12:56:42 PM

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

Level 2
Apr 9, 2022 1:11:47 PM

Thank you very much for your help!