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posted Apr 7, 2021 11:24:14 AM

1099-R Distribution from Annuity (Parent)

Received what's left of an Annuity split among the surviving children. The 1099-R had my portion in box 1 and a taxable amount in box 2a. TurboTax asks (after confirming decreased was > 70.5 age), if this was a partial RMD, full or continuing from previous years. Box 5 was also populated, all other boxes were empty, save for box 7, which was 4D. How should the question be answered?

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1 Replies
Level 15
Apr 7, 2021 11:31:39 AM

It is irrelevant how you answer.    The questions is just to prevent a rollover and a code D is not eligible for rollover anyway.