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Level 1
June 1, 2019
Solved

If I entered 1099-R for a pension. (indicating that the IRA box was NOT checked) why was I asked questions as if it were an IRA distribution, such as "was this an RMD?"

  • June 1, 2019
  • 1 reply
  • 12 views
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Best answer by Irene2805

TurboTax was asking the question because pensions also have a required minimum distribution.  Please be assured that TurboTax is treating you distribution as a pension if the IRA/SEP/SIMPLE box is NOT marked.

1 reply

Irene2805Answer
Level 15
June 1, 2019

TurboTax was asking the question because pensions also have a required minimum distribution.  Please be assured that TurboTax is treating you distribution as a pension if the IRA/SEP/SIMPLE box is NOT marked.