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February 20, 2025
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1099-R from Defense Finance and Accounting. The Turbotax program is asking about the "RMD check box." This is not an RMD, but I cannot get past this question.

  • February 20, 2025
  • 1 reply
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This question is in the "review" section of the program. The 1099-R is retirement pay, not an IRA, SEP, etc. Why is the program asking this?
    Best answer by xmasbaby0

    If your 1099R is for a pension you need to say it was all RMD.  That is all you need to say about a pension in regard to RMD.

    1 reply

    xmasbaby0Answer
    Employee
    February 20, 2025

    If your 1099R is for a pension you need to say it was all RMD.  That is all you need to say about a pension in regard to 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.**