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March 19, 2025
Question

This isa Survivor Pension. keeps asking for RMD info.Last yr,? Asked-is this an RMD Dis. Answered NoThis ? Missing this yr.How do I resolve this?

  • March 19, 2025
  • 1 reply
  • 0 views
I re-entered all the 1099r Info & answered all the questions but the message keeps saying “needs further review “ without explanation

    1 reply

    KrisD15
    March 19, 2025

    Is this through the VA?

    Was 2024 the first year you started to receive this benefit?

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    tpauAuthor
    March 19, 2025

    2023 was the Ist yr & this is a Federal Govt Reirement Pension

    March 25, 2025

    All 1099-R's are considered 'retirement income' and as such subject to RMD.

     

    You could say 'all or part of this distribution is RMD' and then enter an amount equal to or less than the distribution.

     

    @tpau