Retirement tax questions

You answer that it is All an RMD

and that the amount in box 1 is the RMD amount for that plan.

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This Question starts being asked once you reach age 73 for all 1099-R forms.  Partly because there is nothing on the 1099-R that distinguishes a pension from a number of other 1099-R forms, where you-yourself have to  calculate and initiate the RMD distribution every year.....like for a 401k plan.

 

Yeah, Defined benefits plans have an RMD, but that amount was pre-figured by the plan and automatically conforms to IRS distribution rules.

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*