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Get your taxes done using TurboTax
macuser_22,
I think you have missed some of the fine print in the IRS rules about RMDs. KarenM90 quoted the IRS list of retirement plans that require an RMD (and she gave a link to the relevant IRS publication). This list includes defined contribution plans but NOT defined benefit plans. So, I think TT is flawed in not asking if my pension is a defined benefit plan and requiring me to report an RMD. I buy TT so that it will lead me through complex tax issues such as this. I think TT has failed me on this issue, and I think it wouldn't be so hard for the programmer's to put in more help for people like me.
‎February 9, 2020
12:24 PM