She is 70.5 years old, but the pension pays fixed monthly payments. The 1099-R lists amounts in box 1, 2a, 4 and 7. The distribution code in box 7 is "7".
You'll need to sign in or create an account to connect with an expert.
Yes, the RMD is irrelevant in your situation. Just say all goes toward your RMD and continue on with the program.
Yes, the RMD is irrelevant in your situation. Just say all goes toward your RMD and continue on with the program.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
jbilltbill
New Member
glmfedtax
Level 2
kyvmirage84
New Member
tucow
Returning Member
nex
Level 2