DianeC958
Expert Alumni

Retirement tax questions

Unless you made contributions to the plan personally, not through your employer, the amount that is taxable for your 1099-R, is the amount that is reported in Box 1.

 

It does not matter that you receive monthly checks or whether you take an RMD.  TurboTax asks about you taking a RMD to see if you owe a penalty for taking the RMD.

 

@jmcwhor

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