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401k Regular Payments

I am not sure if I check "yes" or "no" when asked if I got "regular payments" from my retirement account. I received tax only funds prior to reaching RMD 11/21/19. There was a mad rush to get 2019 RMD funds prior to 1/1/20. Nothing was regular for those 2 months and still aren't. When I click on "Learn More" it defines "Periodic Payments".  One is for a predetermined amount of time and the other is equal annual withdrawals (annuity?). Neither apply to me.  How should I answer?

2 Replies
dmertz
Level 15

401k Regular Payments

Answer No.  In this context, "regular payments" means periodic payments received as an annuity.

401k Regular Payments

Thanks for your quick response.  It stopped me from making calls to the IRS and/or my 401K Plan Administrator.

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