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Retirement tax questions
You do not have to calculate the RMD of a pension. If it is a qualified pension, the plan has to determine the RMD and distribute that amount to the pensioner each year.
When you have a 1099-R for a qualified pension, you can assume that the entire amount is the RMD and that the entire RMD was received during the year for that plan.
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‎February 21, 2022
8:57 AM