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Get your taxes done using TurboTax
The 1099R from OPM should NOT require an RMD or ask any questions relating to an RMD as it is from a defined benefit plan. We are encountering the same issue with my retirement and were on the telephone with INTUIT for hours today with absolutely no help whatsoever. Prior years have not been an issue, even though I was also over age, therefore the only logical conclusion is a programming error for 2024. Tech support said NO!
March 12, 2025
3:41 PM