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lorrainp
New Member

Husband receives a pension. This is not an IRA or 401K. How do I answer RMD question or can it be skipped as it would not apply to a pension

 
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TomD8
Level 15

Husband receives a pension. This is not an IRA or 401K. How do I answer RMD question or can it be skipped as it would not apply to a pension

Answer the RMD questions Yes.  A fixed monthly pension automatically includes the RMD.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

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1 Reply
TomD8
Level 15

Husband receives a pension. This is not an IRA or 401K. How do I answer RMD question or can it be skipped as it would not apply to a pension

Answer the RMD questions Yes.  A fixed monthly pension automatically includes the RMD.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
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