Get your taxes done using TurboTax

I have been filing tax returns using TT for a long time.  My returns have included my pension for the last 22 years.  TT has neve in that time asked me to treat the pension as an RMD until 2024.

 

I followed the workaround and answered that my pension was an RMD, then had to fill out the RMD Excess Accumulation Worksheet.  I typed in the pension amount and the pink went away.

 

Repeating: for 21 years, my pension was not an RMD in TT.  With TT2024, it is.