You'll need to sign in or create an account to connect with an expert.
If you are age 72 or older then all the pension income is an RMD.
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.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
a-e-gabrielli
New Member
green2ski
Level 2
Naturepunk
New Member
arunavs_us
New Member
MojoMom777
Level 3
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.