- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Regular payments for pensions or annuities are automatically considered to satisfy the RMD requirement for those required to take RMD withdrawals. When you enter your 1099-R in TurboTax and get to the screen "Let's get more information about your Required Minimum Distribution (RMD)", for the RMD due by Dec. 31, 2025 just enter an amount in that box that is equal to Box 1 for that 1099-R. Click Continue, and then select "The entire distribution applied to the December 31, 2025 RMD", then click Continue.
Since this is a pension, for Annuity information, answer yes that your received periodic payments, then continue answering the questions pertaining to that plan until you get back to the "Your 1099-R summary" screen.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
3 weeks ago