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Retirement tax questions
You acknowledge there is no way to rollover a monthly pension annuity. And there is NO RMD required for a company qualified pension plan (at least in my case per the plan administrator). So I don't understand why TurboTax needs to ask if this 1099-R represents an RMD. Sorry, but your Oct. 4 reply didn't make sense to me. This is causing much confusion.
I do thank you, though, for affirming that pension annuity payments cannot be used to satisfy the RMD from IRAs.
‎October 5, 2023
10:14 AM