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Retirement tax questions
What question are you trying to answer? You should get a 1099R to enter into your return.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If it’s asking if you took the RMD, 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.
April 9, 2025
7:45 PM