@NCperson wrote:
just out of curiosity, what letter / number is in Box 7 and is the check box next to it check or not (IRA / SEP)? I wonder if the issuer didn't fill out the form correctly?
I've entered plenty of these 1099 forms for my pension and i don't recall that RMD question coming up. (and I just tested it again - same result - the question is not asked).
My pension is coded as '7- normal' and I am not asked the RMD question. If I look at the 1099-R in 'forms' view, that question is left unanswered yet there is no error on my TT return.
Box 7 has the code of "7-normal" and the IRA/SEP box is NOT checked. I would assume that identifies this is a pension. Last year, I didn't have any questions about an RMD for this account, so I was surprised to see them this year. However, there is an intervening question that I don't recall from last year. It comes after comes up after I confirm the IRA/SEP box is not checked and I state that this plan didn't come from being a public safety officer. That question asks "Where is this distribution from?". The answers are "Federal govt pension", "AZ state or local govt pension" (which is what I selected), a couple other AZ entities, other forms of public employment, or "None of the above". Maybe my recollection is poor, but I don't remember having to identify this as an Arizona state pension last year. So, perhaps there is a bug in the program related to being an AZ pension that non-Arizona users don't encounter. Anyhow, how can I alert TT about this issue? They really shouldn't be freaking out their customers by asking about RMD information when it is unknown and doesn't apply.
