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W8L
Level 1
February 9, 2026
Question

PENSION PLAN

  • February 9, 2026
  • 1 reply
  • 5 views

OUR RMD HAS BEEN ADDED BUT WE ARE UNABLE TO ADD OUR  MONTHLY PENSION PLANS FOR 2025

    1 reply

    JohnB5677
    JohnB5677
    Level 15
    February 9, 2026

    The RMD section will not apply to a pension.

    You should have a 1099-R so you can post the pension.

     

    Go to the same 1099-R section.

    1. [Change how I enter my forms]
    2. [Type it myself]
    3. Click box Financial Institution (1099-R) [Continue]
    4. Post the interview to Enter your 1099-R details 
    5. Do Not check IRA/SIMPLE/SEP box is checked
    6. Is the IRA/SEP/SIMPLE box on this 1099-R checked? [No]
    7. Where is your distribution from?  None of the above
    8. What kind of retirement plan do you have?   Qualified plan
    9. Do any of these situations apply to you?  None of these apply
    10. Tell us if you moved the money through a rollover or conversion   I didn't roll over or convert this money
    11. Annuity information
      1. Did you get periodic payments from this retirement account with 77 back on a regular basis, such as monthly, quarterly or annually?  [Yes]
    12. Finish the Annuity questions

    A pension plan will not have an RMD,  When you pass away, the pension ends.

    • A 401-K or IRA may still have money in it.
    • The IRS wants their cut, thus RMDs
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