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Retirement tax questions
Where is Turbo Tax listing it as a IRA? Is it on line 4 instead of 5? Or just because it's asking if you took the RMD? Say all of it is the RMD. If you are 72 it will ask you if it is the RMD. Say yes. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. Don't worry about that.
‎January 25, 2023
7:08 PM