Filing my mil taxes for New York State and when I enter her New York State pension it keeps asking me about rmd! Her pension doesn’t have anything to do with rmd.

Forum|Forum|1 year ago
February 10, 2025
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RobertB4444

The system is set up to treat every retirement account the same. In this case just enter the amount from box 1 of the 1099-R as the RMD.

@jmchs901

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jmchs901Author

It asks me what she did with the money then when I choose other it says not to efile yet. never had this issue in all the years I have been doing her taxes.

mglauner

Make sure when entering the 1099-R for the New York Pension Income that the 'IRA' box is not checked, so you won't get the RMD questions.

On the screen where it asks what she did with the money, your choices are 'Rollover to another account' or 'did something else with it'. If you chose 'something else' are you getting an error message there? If so, please give details and we'll try to help.

If you're getting the message 'not to Efile yet' when trying to Efile your Federal and New York returns, there may be a form in your return that's not ready yet. Here's a link to NY forms Availability and Federal Tax Form Availability.

If you're using TurboTax Online, close the program, clear your Cache and Cookies and return to the 1099-R section. You could also Delete the 1099-R and re-enter it.

Here's how to Contact TurboTax Support.

@jmchs901

[Edited 2/13/2025 | 11:24 am]