CSF 1099R

Forum|Forum|1 year ago
February 19, 2025
1 reply
4 views

Received my CSF 1099R. Total employee contribution is known and fully recovered by 1985 prior to retiree death. Survivor annuity fully taxable since retiree death in 2019. Why am I being asked how much is an RMD?? How do I fill out tax form?

Ask the Experts - Deciphering - Feb 2025

MarilynG

Level 15

All retirement accounts, even pensions and annuities, must meet the RMD requirements.

However, the way the pension plans meet the RMD requirements is by creating an annuity paid periodically (in your case monthly). Therefore, you may simply select "yes" to the RMD question (Was this withdrawal RMD and all of this was RMD).

You will also be asked if the amount reported is paid periodically in equal amounts. By selecting "yes" the RMD requirements are met and you may continue with the tax preparation.

Here's more info in RMD FAQ's.

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