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April 14, 2025
Question

Is there a RMD if my annuity is a death benefit?

  • April 14, 2025
  • 1 reply
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How would you determine the taxable amount?

1 reply

April 14, 2025

Beneficiaries of retirement plans after the death of the account owner are subject to required minimum distribution (RMD) rules. You would have to enter the 1099-R in TurboTax to determine the taxable amount.