jtax
Level 10

Retirement tax questions

RMD only apply to US retirement plans (as far as US taxes are concerned). 

 

However, since you are probably entering the foreign pension in TT as a 1099-R, it might be the better path to say yes to the all RMD question. That should have no affect other than to make sure there is no penalty for not taking an RMD, which would not apply to a foreign pension.

 

Just do note that your mother cannot use the foreign pension withdrawal to satisfy an RMD for a US retirement plan. Those will be separate.

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