Question

Where do I find the RMD? My deceased mothers pension was sent to me. I do no know where to find this figure from

Forum|Forum|2 years ago
April 8, 2024
2 replies
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Before I can finish my taxes I need to calculate my deceased's mother RMD from 2022. Where do I find this?

TurboTax Deluxe Online

VolvoGirl

Employee

For a pension just say Yes the whole amount was RMD.

D

DianeW777

it's likely the distribution was the required minimum distribution (RMD). However, it comes from the financial plan administrator in charge of the retirement plan.

Your 1099-R issuer is required to follow RMD rules and regulations, so if you received a distribution and you're at least 73 years young, you can be almost certain you received an RMD. Check with your plan administrator if you're still not sure.

@kamostek

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