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Retirement tax questions
If you are 70 1/2 or older it will ask if you took the RMD. Say yes for pensions. Anything your pension pays you is considered to be the full RMD.
FYI, if you go back and review or edit a 1099R it doesn't keep your answers from before but resets them to the defaults so you will have to enter all the boxes again and go though all the questions again.
‎August 3, 2020
11:41 AM