dmertz
Level 15

Retirement tax questions

Actually, RMDs were waived only for nonperiodic payments.  Periodic payments from pension plans are effectively still RMDs.  TurboTax only asks the question to determine how much is eligible for rollover, so if you didn't roll any amount over, it doesn't matter how you answer this question presented by TurboTax.  Periodic payments from pension plans are never eligible for rollover.