I don't get any questions about "Annuity" when I enter my CalPers pension. Do you get these questions?
Was this withdrawal an RMD for 2024? - Answer Yes some or all was an RMD
Then how much applies to the RMD - Say ALL of the distribution was an RMD
Then enter the amount from box 1 of that 1099R
Then for Any Periodic Payments - Probably should check YES
Oh then it does ask Is 2024 the first year?
OH there is a question - was the amount in box 2a used as the taxable amount? You should probably enter YES. If you answer No you will get the Annuity question.
