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April 12, 2025
Question

can someone help with my 1099-R it is my pension but this year its bundled with IRA etc

  • April 12, 2025
  • 1 reply
  • 0 views
why is my 1099-R pension coming up in IRA category

1 reply

DoninGA
Employee
April 12, 2025

If you are being asked about an RMD then all of your pension is an RMD so answer those questions accordingly.

 

Also, make sure the IRA/SEP/SIMPLE box on the Form 1099-R is Not checked.