ToddL99
Expert Alumni

Retirement tax questions

To clear up the confusion, all defined benefit pension plans (includes civil service & military retirements) must meet the requirements for RMD. Technically, any  monthly pension payment is considered a Required Minimum Distribution (RMD) and the entire amount is an RMD. That is how you need to answer the questions.

 

When asked  "Was this withdrawal an RMD?", the  answer is "Yes". When asked if all or part of the payment was an RMD,  check "All of this distribution is an RMD."