acook
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 2
		
	
				
		
	
		
			
    
	
		
		
		03-13-2021
	
		
		09:34 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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On the 1099-R Worksheet just below line 17 the is a section that says RMD- If this is a RMD -entire gross is RMD (checkbox) or the amount of gross that's RMD.
My question is when would you use this? Most clients we have no idea if it's an RMD but assume investment advisors are on top of this.
		
			
				
						
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			BobKamman
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		03-13-2021
	
		
		10:25 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Maybe IRS asked the software vendors to start training the monkeys to track this now, so that next year they can add a question to returns, "Were you required to take a minimum distribution from a retirement plan?"
For now it's much more important to ask if anyone owns Bitcoin.
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		03-13-2021
	
		
		10:31 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Ive never checked that RMD box on the 1099 worksheet
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪