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.**