topic If I do not have qualified employer plans or traditional IRAs, do I mark the box "I was not required to take an RMD for 2022? in Retirement tax questions

If I do not have qualified employer plans or traditional IRAs, do I mark the box "I was not required to take an RMD for 2022?

thunes — Mon, 23 Feb 2026 10:44:42 GMT

The other 2 answers for choice is I received all the RMD for 2022, or I did not receive all the RMD for 2022.

Re: If I do not have qualified employer plans or traditional IRAs, do I mark the box "I was not required to take an RMD for 2022?

Anonymous_ — Wed, 18 Jan 2023 19:16:37 GMT

I am going to page @dmertz. Check back later.

Re: If I do not have qualified employer plans or traditional IRAs, do I mark the box "I was not required to take an RMD for 2022?

dmertz — Wed, 18 Jan 2023 20:05:05 GMT

If you have no retirement accounts from which you are required to take minimum distributions, is there some reason that you would think that the answer would be anything other than "I was not required to take an RMD for 2022?" Any inherited traditional or Roth IRAs from which RMDs might be required?