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Level 2
March 24, 2026
Question

1099-R RMD distributions

  • March 24, 2026
  • 2 replies
  • 56 views

 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 

    2 replies

    Level 15
    March 24, 2026

    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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    Largo703Author
    Level 2
    March 24, 2026

    Thank You!