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I'm trying to calculate the RMD per the IRS worksheet but I don't have my IRA balance as I receive a monthly annuity from the Teachers Retirement System of Texas.
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A monthly pension *is* the RMD - all of it. You don't calculate the plan calculates the monthly amounts which are equal to the RMD.
Virtually all pension plans in existence today fall under section 401 of the tax code and they all require RMD's after age 70 1/2. The question is just to be sure that the requirement was met. If you receive periodic (monthly) payments from any pension plan you can be assured that the custodian of the plan is meeting the requirements so you can safely answer "yes" to the question.
The answer to the question does not go on your tax return, it is simply to make sure you do not owe any penalty for not taking the RMD.
https://ttlc.intuit.com/replies/3302117
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