I retired in 2013 from a state university and have since then received a monthly pension from CALPers and will until I die. It is NOT an RMD, nor is it an Annuity, or an IRA, but Turbo Tax just defaults to treating it as an "annuity"wanting information that is not relevant. How do I enter the 1099-R for this Pension plan correctly without triggering a bunch of questions like how old was I when I started getting the "annuity".. and what "method" is used? It is actually a pension paid to me with federal and state taxes taken out each month and will continue until I die. As I understand it, an Annuity is a fixed amount which is decreased over time by withdrawals until it is depleted....which is NOT what my pension is. Help?
