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Level 1
posted Mar 1, 2022 2:29:44 PM

1099 R

For 2021 I received 3 separate 1099R's for annuities my mother had.  When she passed away in 2021 these annuities were split 4 ways among myself and 3 siblings.  Because my mother was over 72, Turbo Tax is asking if the RMD had been taken in 2021.  I don't know whether my mother took any RMD in 2021, but since the annuities were closed out, wouldn't that satisfy the RMD requirement?  Would the answer to Turbo Tax question be "YES"?

 

Thanks for any help I can get.

0 1 336
1 Replies
Expert Alumni
Mar 1, 2022 2:53:43 PM

Yes, it is safe to say that all of her RMD was taken, since the accounts are now empty.