Retirement tax questions

It’s a calculated amount on your 2023 account balance.  Ask the plan for it.  They should have told you at the beginning of the year how much you need to take.

 

Is it for a pension?   Say all of it is the RMD.   If you need to start taking the RMD it will ask you if it is the RMD.  Say yes.  Anything your pension pays you is considered to be the  RMD.  Traditional pensions automatically fulfill the rules of an RMD. So for the RMD question put in the same amount as box 1.