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Retirement tax questions
Do you have the actual 1099R forms? We need to know the box numbers. Like if box 7 is a code G that is for a direct rollover. Your RMD and pension would not be a code G. What box is the X in? If it is between boxes 7 & 8 that just means the RMD is from a IRA.
If TT is asking if your pension is a RMD then say yes. Anything your pension pays you is considered to be a RMD.
‎September 3, 2024
10:19 AM