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Level 1
March 30, 2026
Question

Wisconsin Retirement System is a pension plan. When entering info from my 1099-R form its treating it like an annuity. I don't have the info that it's asking for

  • March 30, 2026
  • 1 reply
  • 22 views
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1 reply

DoninGA
Level 15
Level 15
March 30, 2026

If you are being asked for an RMD, then enter the amount from box 1.  The annual pension is an RMD.