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Get your taxes done using TurboTax
"if you have a pension, you do not have to be concerned about RMDs."
That's because the plan's calculation of your annual benefit guarantees that the minimum distribution requirements for the pension are met; they do have minimum distribution requirements.
Granted, TurboTax doesn't need to ask the RMD question in regard to pensions since the amount distributed will have satisfied the required minimum. However, at the point in the question sequence where TurboTax asks about RMDs TurboTax has not yet given you the opportunity to indicate whether or not the Form 1099-R is reporting periodic pension distributions.
March 4, 2025
2:41 PM