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New Member
posted Mar 27, 2024 11:39:09 AM

How should a retired federal employee (CSA) respond to the required minimum distribution question?

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2 Replies
Level 15
Mar 27, 2024 11:43:39 AM

If you are age 72 or older then all the pension income is an RMD.

Expert Alumni
Mar 27, 2024 11:49:31 AM

You entered the 1099-R in the wrong section if the program is asking that question. 

Please delete that 1099-R and enter:

 

Income

Retirement Plans and Social Security

IRA, 401(k), Pension Plan Withdrawals (1099-R)    START or UPDATE

 

If you see the 1099-R you already entered on the first screen, select   DELETE   next to it and then Yes to delete it

(you might need to continue through this interview to get back to the beginning and start again)

 

 

AGAIN go to 

Income

Retirement Plans and Social Security

IRA, 401(k), Pension Plan Withdrawals (1099-R)    START or UPDATE

 

Answer "Yes" to "Did you receive any 1099-R forms?   CONTINUE

Select "I'll type it in myself"     CONTINUE

Select the SECOND down on the following list   "CSA-1099-R, Civil Service annuity"

 

Enter the 1099-R here and a RMD will not be asked  for.

 

@user13691345