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Question

Annuity death benefit lump sum distribution- asking for RMD?

Forum|Forum|1 year ago
April 11, 2025
1 reply
0 views

I received a 1099-R for a death benefit annuity distribution. The relative died in 2023, but i received a lump sum distribution in 2024 (i did not roll it into an inherited IRA.) TurboTax is asking me to enter the 2024 RMD, but I dont have this info. I talked to the annuity company and they dont have it either because the account is closed out. Should i enter $0 for the 2024 RMD since the entire account was distributed before Dec 31 2024?

Yes, you can enter $0 for the RMD since the entire account was distributed before Dec 31 2024.

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