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March 29, 2024
Question

Deceased Father 1099-R, RMD question

  • March 29, 2024
  • 1 reply
  • 0 views

I received a 1099-R for money I received upon my father's death. It was a total distribution with code 4D.  What do I click when asked about RMD (entire distribution was a RMD, only part of this distribution was a RMD, or none of this withdrawal was a RMD)?

    1 reply

    VolvoGirl
    March 30, 2024

    Since it was a total distribution say ALL of it is the RMD.  

    rrtschidaAuthor
    March 30, 2024


    All RMD, even if the gross distribution is different from the taxable amount?