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SHari5
New Member

I get a fixed retirement payment each month from my pension plan. In the questions for adding the 1099R is is asking me if any part of this was RMD, Is that correct?

 
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2 Replies
dmertz
Level 15

I get a fixed retirement payment each month from my pension plan. In the questions for adding the 1099R is is asking me if any part of this was RMD, Is that correct?

Yes, these are required distributions which means that they are not eligible for rollover.

SHari5
New Member

I get a fixed retirement payment each month from my pension plan. In the questions for adding the 1099R is is asking me if any part of this was RMD, Is that correct?

Later in that section it gives me the option to select monthly payments. If it had that option in the beginning it would not have had me wondering about the right answer.

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