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1099-R RMD distributions

 Spouse passed away 2 years ago and I receive the RMD in my name. What does the " If Spouse's 1099-R check this box" mean?  Filing single, box 7 is 4 IMG-20260324-WA0000.jpg

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2 Replies
MinhT1
Employee Tax Expert

1099-R RMD distributions

The form 1099-R is in your name. Do not check this box.

 

This question is for couples filing jointly to make sure that each form 1099-R is entered for the correct spouse.

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1099-R RMD distributions

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