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January 29, 2025
Question

i cannot e-file because it keeps telling me to fix my 1099r for rmd my 1099 r is for a pension and not an rmd how do i fix it

  • January 29, 2025
  • 2 replies
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    2 replies

    VolvoGirl
    Employee
    January 29, 2025

    Say all of it is the RMD.   If you need to start taking the RMD 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.

    Employee
    January 29, 2025

    When it asks about RMD for a pension you need to say it was ALL an 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.**