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March 14, 2025
Question

RMD for pension plans from a spouse who is deceased

  • March 14, 2025
  • 1 reply
  • 0 views

My spouse died in 2016. He was 69. I receive his pension monthly. Am I able to treat this as mine? And how do I fill that out on turbo tax

    1 reply

    March 14, 2025

    @Robbiejeanne  - isn't form 1099-R in your name using your SSN on the form with a code '4' in  Box 7?