JohnB5677
Expert Alumni

Get your taxes done using TurboTax

If TurboTax is asking about an RMD requirement and it involves a pension account it is probably be cause the IRA box was checked off back when you entered your 1099-R.

 

Go back to the entry screen for the 1099-R and confirm that the IRA box is not checked.

 

This is how to post a 1099-R

  1. Login to your TurboTax Account 
  2. Click "Wages & Income" on the top
  3. Scroll down to  "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  5. Click "I'll Type it Myself"
  6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  7. Click "Continue"
  8. From here TurboTax will walk you through entering your Form 1099-R

 

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