Question

1099-R for State Retirement Pension

Forum|Forum|1 year ago
March 17, 2025
2 replies
0 views

Turbotax is asking for my RMD for my state retirement pension which comes via a 1099-R. I've been filing for decade now and this is the first TurboTax asked for that.

I have not received any information from the State Emplouee Retirement System about an RMD

I believe it does not apply in this 1099 case.

Any suggestions?

TurboTax Home & Biz Windows

DoninGA

Employee

If you are age 70 1/2 or older the pension you received for the year is all an RMD.

S

sakleinerAuthor

I am and that's how I handled it. TT should offer that as info somewhere along the way

Thanks

X

xmasbaby0

Employee

When you enter a 1099R for a pension you just need to say it was all an RMD. A pension meets the requirements for RMD.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**