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New Member
posted Mar 29, 2025 3:54:41 PM

How you reflect in your record pension payments due to retirement.

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2 Replies
Expert Alumni
Mar 29, 2025 3:57:20 PM

I'm not sure what you're asking. 

Did you enter Form 1099-R for a pension? 

Did the program ask about your RMD for the pension? If that is the issue, enter the total (yearly) amount that was paid as your RMD. 

 

If you are asking something else, please continue. 

Level 15
Mar 29, 2025 3:57:32 PM

What?  Do you need to enter the pension payments you received?  You should get a 1099R for it.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start