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Retirement tax questions
It should be on 1040 line 5. Check the little IRA box between boxes 7 & 8 on the 1099R. It should not be checked. Or why do you think it says it's a IRA? Is it asking for the RMD? Say Yes. Anything the pension pays you is considered to be the RMD.
‎January 15, 2024
3:33 PM