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February 16, 2025
Question

My RMD is $35,749 which was paid to me by Fidelity documented on their 1099-R. However, Turbo T. shows $61019 which includes $25,270 for a pension. How do I correct?

  • February 16, 2025
  • 1 reply
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    1 reply

    JohnB5677
    February 16, 2025

    You are correct that the pension is not part of the RMD.

    However, where did you find a RMD calculator in TurboTax?

     

    There is a RMD calculator provided by Bankrate Required minimum distribution

     

     

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