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Retirement tax questions
I'm sorry, ColleenD3, but this really didn't answer my question. Technically maybe this is a "RMD" is some sense, but you're not supposed to have to be a tax expert to use TurboTax.
Correct me if I am wrong: I think the problem is that the TurboTax question is flawed - normally, an RMD payment is something you have to arrange and the IRS RMD table is relevant. But once you start receiving them, an annuity or pension payment is automatic and the IRS RMD table is irrelevant. I'm guessing that question should be something like "is this an RMD, annuity, or pension payment?" and the questions that next appear help clarify this.
My first question still - stands: is there no way to tell from the 1099-R whether a payment was a regular annuity or pension payment versus a one-time RMD?