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Question

Pension I thought not subjected to RMD requirements as monthly distributions are sent to me. How do I answer the RMD question? No regular/mthly question is asked

Forum|Forum|4 years ago
April 15, 2022
1 reply
0 views

Previous TurboTax yrs questioned regular distributions (monthly) were made to me

TurboTax Deluxe Online

Employee

Once you reach age 72, that question is asked for any 1099-R entered.

For a pension not under your control, you just say it was an RMD, and all of it was an RMD.

(Pensions are subject to RMDs, but the pension provider has pre-calculated the proper amounts when the pension distributions started.)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Thanks for your reply. My conclusions were reinforced by your answer and that is what I entered in my tax return.