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dmertzAnswer
Level 15
January 9, 2024

When TurboTax asks if a distribution is an RMD, it's really asking how much of the distribution is ineligible for rollover.  No part of a periodic pension paid for life is eligible for rollover, so the pension payments are effectively all RMD.

1 reply

dmertzAnswer
Level 15
January 9, 2024

When TurboTax asks if a distribution is an RMD, it's really asking how much of the distribution is ineligible for rollover.  No part of a periodic pension paid for life is eligible for rollover, so the pension payments are effectively all RMD.