Get your taxes done using TurboTax

Once you reach age 72, the RMD question is asked about every 1099-R form that is entered.

 

For pensions, where you have no control over the $$ amount sent, you just indicate that it was an RMD, and that all of it was an RMD.

________

 

Why can't TTX bypass that for fixed pensions/annuities?

 

There is no easy way for the software to detect that situation.  The standard 1099-R is also used for other non-IRA retirement account distributions, like a 401k/TSP funds....where the user does have to make sure they get the appropriate RMD amount. 

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