MarilynG1
Expert Alumni

Retirement tax questions

Yes, pension plans are included for RMD, as they are an employer-sponsored retirement plan.

 

When entering your 1099-R reporting the amount of your husband's annual pension distribution amount, answer the question in TurboTax 'Was this withdrawal an RMD?' as 'Yes' and then check, 'All of this distribution is RMD'.

 

Click this link for more detailed info on What is RMD?

 

 

 

@brianandkarena 

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