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Retirement tax questions
There have been several major updates to the 1099R section. It should be working right now. What problem are you having?
For pension, Say all of it is the RMD. If you need to take 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.
March 29, 2025
3:44 PM