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March 6, 2023
Question

Filing a joint return. Wife turned 72 in 2022. She gets monthly checks from a qualified pension plan. Why does TurboTax tell me she must take a RMD from this pension?

  • March 6, 2023
  • 1 reply
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1 reply

Employee
March 6, 2023

Monthly checks from a qualified pension plan automatically satisfy the RMD.  Just answer Yes to the RMD questions.  All her pension income is RMD.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.