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Retirement tax questions
OK, so I will do the calculations to figure out which of the 1099-R's is for a "real" RMD versus annuity and pension payments. Note that all of these have a code 7 in that box 7,.
So it sounds like your advice for me with my combination of 1099-Rs for real RMDs, annuities payments, and pension payments, then is always respond "yes" to the RMD question in TurboTax and then hopefully the next set of questions from TurboTax will straighten out what is really going on.
March 3, 2022
11:54 AM