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bek2
Returning Member

Survivor Annuity Paid - RMD?

We received a 1099-R form for Survivor Annuity Paid. Turbotax is now asking how much of the $ amount was a RMD. This was a one time payment we received as a death benefit. We are not the new owners of the accout, and don't have access to the origional owner's acount either. How can we find that information?

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1 Reply
dmertz
Level 15

Survivor Annuity Paid - RMD?

TurboTax is actually asking how much of the distribution was eligible for rollover.  Since you say that "we" received this, it seems that you are non-spouse beneficiaries of the decedent and none of this distribution was eligible for rollover.  Therefore, it is all considered to be RMD.

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