https://ttlc.intuit.com/community/retirement/discussion/1099-r-form-mom-died/01/2529131#M167308 how answer rmd question Mon, 09 Mar 2026 04:44:24 GMT leelowe99 2026-03-09T04:44:24Z https://ttlc.intuit.com/community/retirement/discussion/1099-r-form-mom-died/01/2529131#M167308 how answer rmd question Mon, 09 Mar 2026 04:44:24 GMT https://ttlc.intuit.com/community/retirement/discussion/1099-r-form-mom-died/01/2529131#M167308 leelowe99 2026-03-09T04:44:24Z https://ttlc.intuit.com/community/retirement/discussion/re-1099-r-form-mom-died/01/2529773#M167347 <P>Are you working on your mother's tax return or your own tax return?</P> <P><BR />There is more than one question about RMDs in TurboTax. What is the exact "RMD question" that TurboTax is asking you - the entire question, word for word?</P> <P><BR />What kind of plan is the 1099-R from. Be specific.</P> <P><BR />What is the date of your mother's death?<BR />What is her date of birth?</P> <P><BR />Whose name and Social Security number are shown as the recipient on the 1099-R?</P> <P><BR />What is the distribution code in box 7 of the 1099-R?</P> <P><BR />Is the IRA/SEP/SIMPLE box checked on the 1099-R?</P> <P>&nbsp;</P> Mon, 28 Feb 2022 00:11:42 GMT https://ttlc.intuit.com/community/retirement/discussion/re-1099-r-form-mom-died/01/2529773#M167347 rjs 2022-02-28T00:11:42Z https://ttlc.intuit.com/community/retirement/discussion/re-1099-r-form-mom-died/01/2529776#M167348 <P><SPAN style="font-size:14px"><SPAN style="font-family:Arial,Helvetica,sans-serif">If the 1099-R is checked as a total distribution, then answer yes to the RMD distribution.</SPAN></SPAN></P> Mon, 28 Feb 2022 00:13:00 GMT https://ttlc.intuit.com/community/retirement/discussion/re-1099-r-form-mom-died/01/2529776#M167348 PattiF 2022-02-28T00:13:00Z