1099-R

[ovillanos]

My gross distribution of my Massachusetts Mutual Life Insurance Co is $6,434.04 for 2025. This amount is an RMD. I encountered a question while filling my income tax, question is: We need to know the amount that was required to be distributed by Dec.  31, 2025 from this MMLI account.

RMD due by Dec. 31, 2025. Enter a required min. distribution amount. Enter 0 if this account had no required distribution.

(Now what is the amount to enter in this question.)

[ReneV4 · Accepted solution]

If your gross distribution of your MMLI is the amount of your RMD, then you would enter that amount in the box.

When you withdraw the exact amount of the RMD, the entire distribution is considered your RMD for tax purposes.

To be certain that this is your full amount, contact your financial advisor, or MMLI.

Here is an article with more information about RMDs.