You'll need to sign in or create an account to connect with an expert.
When you enter a 1099R for a pension you just need to say it was all RMD. A pension meets the requirements for RMD.
Required minimum distribution (RMD) is the minimum withdrawal you are required to take out of your IRA (including SEPs, SARSEPs, and SIMPLE IRAs) or employer-sponsored retirement plan (such as pension, profit-sharing, 401(k), 403(b), or 457(b) plan), starting at a certain age.
You may need to report the amount of the pension distribution as the RMD.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
Mary7820
New Member
Zaatar
New Member
dmertz
Level 15
melfl
New Member
sbrummitt1
Level 2