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New Member
posted Apr 12, 2025 8:55:22 AM

can someone help with my 1099-R it is my pension but this year its bundled with IRA etc

why is my 1099-R pension coming up in IRA category

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1 Replies
Level 15
Apr 12, 2025 9:00:21 AM

If you are being asked about an RMD then all of your pension is an RMD so answer those questions accordingly.

 

Also, make sure the IRA/SEP/SIMPLE box on the Form 1099-R is Not checked.