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March 2, 2025
Question

Received a 1099-R for money inherited from death of mother. Funds were received in a lump sum check. TurboTax asked "How much of the $17,409.59 was an RMD?"

  • March 2, 2025
  • 1 reply
  • 0 views
How do I determine that?

    1 reply

    March 10, 2025

    If the entire balance of the account was distributed to you, and you are under age 73 you don't have an RMD, and you can answer $0.00.  

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