@JulieS wrote:
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.
It would be nice if TurboTax said this on the page where it asks "was this an RMD withdrawal?" It's a pretty common situations for retired with pensions. Does TurboTax really expect all the millions of users with pensions to spend a few weeks getting this answer in forums? (where there's no email notification when an answer is posted)
Anyway, thanks for the help.
Ben
