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February 13, 2025
Question

I enter the data from a 1099 for a PENSION.

  • February 13, 2025
  • 1 reply
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I received a 1099R for a pension. Turbo tax is treating it like a IRA/401K RMD. The software appears to be faulty. Any suggestions?

    1 reply

    Employee
    February 13, 2025

    When you enter the 1099R for a pension it will ask if any of it was an RMD.   For a pension you say it was ALL your 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.**