Retirement tax questions

@mssrleong 

 

Just go ahead and indicate the box 1 $$ amount as the RMD.

 

Even for regularly-paid pensions, there is an RMD, but the pension plan has already pre-determined and used the correct amount.  Thus, your full gross in box 1 of that 1099-R is the RMD.

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