I entered a 1099R for my spouse’s small teamster’s pension. The program is asking me to tell how much of this amount is a RMD because of his age. This is a pension that is paid monthly for the duration of his life and then of mine after he dies. The program is asking me which portion of this isn’t RMD, and will not allow me to say that this doesn’t apply. What do I do?
When you enter the 1099-R in TurboTax you'll come to a page titled "About this Retirement Account."
On that page, answer Yes that the withdrawal was an RMD, and then check that all of the distribution was an RMD.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
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