Retirement tax questions

ThomasM125 · ‎February 18, 2025

Yes. After you enter your Form 1099-R reporting a distribution from a pension plan you will be asked if it is a required minimum distribution (RMD), answer "no" to that question:

Later, you will be asked if you took the RMD for 2024 from all of your retirement accounts, you should answer "yes" to that if it is true:

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