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Returning Member
posted Feb 13, 2025 11:44:04 AM

I enter the data from a 1099 for a PENSION.

I received a 1099R for a pension. Turbo tax is treating it like a IRA/401K RMD. The software appears to be faulty. Any suggestions?

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1 Replies
Level 15
Feb 13, 2025 11:52:29 AM

When you enter the 1099R for a pension it will ask if any of it was an RMD.   For a pension you say it was ALL your RMD.