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March 4, 2025
Question

My pension does not require an RMD so do I check None of this withdrawal was an RMD?

  • March 4, 2025
  • 1 reply
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The options are the distribution amount is the entire, partial or none of the withdrawal. Since there is no RMD with the pension, should I pick none?

    1 reply

    Employee
    March 4, 2025

    When you enter a 1099R for a pension you 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.**