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February 15, 2025
Question

I do not have an RMD amount, I retired at age 60 and began to take monthly distributions. My 1099-R is correct. Should I forward the email stating this?

  • February 15, 2025
  • 1 reply
  • 0 views
I need a specific answer for me. I have no RMD, I retired and began using from this fund in 2011. It is my pension. Can we please move forward on my return?

    1 reply

    Employee
    February 15, 2025

    When you enter a 1099R for a pension you need to just 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.**