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Retirement tax questions
ALL pension payments on a CSA 1099-R ARE a RMD if over age 70 1/2. OPM itself says that it is.
Nothing about the RMD question go on a tax return. The only purpose of the question is to prevent a rollover of a RMD and periodic pension payments are not eligible for rollover.
Say it was all a RMD.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 9, 2021
6:21 PM