A "City" Pension is not an IRA, not a 401, and not a Roth. It is a City Government Pension, that has a Pension Administrator. We who receive the City Government Pension have no say so as to what our yearly or monthly minimum distribution amounts/checks are. Yes, we have private retirement accounts where the Fund contacts us and we make decisions on what the minimum distributions are. That is a RMD and I can see that my answer for that 1099-R is going to be YES it is an RMD, and "ALL" of it RMD. However, as in this thread and others I have read, some say YES and ALL, Some say yes and 0, And some say NO and 0. The question regarding a City Government Pension, administered by a city pension administrator, and one that is not a private IRA, 401, or Roth. So how is the TT question answered? YES and ALL or NO and 0? No one needs to get into an issue with the IRS over a poorly worded question, and one that could apply to many kinds of 1099-R's. Thanks to all...... Perhaps a tx expert in this field could provide some incite.
