Skip to main content
April 14, 2025
Question

I am entering into my tax form my info for my pension payment. I can't bypass the RMD question even though RMD does not apply to pension payments. Any help on this one?

  • April 14, 2025
  • 2 replies
  • 0 views
No text available

2 replies

Employee
April 14, 2025

When you enter a 1099R for a pension you just need to say it was all RMD.  A pension meets the requirements for RMD.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
April 14, 2025

Required minimum distribution (RMD) is the minimum withdrawal you are required to take out of your IRA (including SEPs, SARSEPs, and SIMPLE IRAs) or employer-sponsored retirement plan (such as pension, profit-sharing, 401(k), 403(b), or 457(b) plan), starting at a certain age.

 

You may need to report the amount of the pension distribution as the RMD.

 

@valeriagreer0178 

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"