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Get your taxes done using TurboTax
I am pretty sure you are wrong. This is a new bug in Turbotax 2024. I have been filing 1099-Rs for pension income for years and no previous version did this. The concept of RMD does not apply to a pension. There is no account balance and there is no RMD. The plan defines the benefit as a number paid in most cases monthly. To repeat: this is a new bug in TT2024.
‎February 21, 2025
10:38 AM