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April 5, 2024
Question

Inherited Missouri Teacher Pension

  • April 5, 2024
  • 1 reply
  • 0 views

Hello.

 

The section of TT where pensions amounts are entered.  I inherited this pension.  When asked about the birthday of the person I inherited from, the response was that a distribution was necessary.  When I contacted plan admin with the question how to withdraw a RMD, the response was RMD was included in monthly payments.  So, should I respond on TT that all distribution was RMD or partial?

 

Thanks for reading.  I apologize for my question being so wordy.

Kelley

    1 reply

    April 11, 2024

    The distribution is partially the RMD and then a little more on top.  But if you aren't sure which portion is an RMD then tell the system that the entire distribution is an RMD and that will solve the problem.

     

    @KelleyR 

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