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January 18, 2025
Question

Can I get help with my 1099 R's regarding Pensions vs rmd of which they are not?

  • January 18, 2025
  • 1 reply
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Why is turbo tax asking enter rmd when this is pension related to spouse death?

    1 reply

    VolvoGirl
    Employee
    January 18, 2025

    Say all of it is the RMD.  When you turn 73  it will ask you if it is the RMD.  Say yes.  Anything your pension pays you is considered to be the  RMD.  Traditional pensions automatically fulfill the rules of an RMD. So for the RMD question put in the same amount as box 1.