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cjbsriley
New Member

I have a 1099-R that I have marked as a CSA-1099R Civil Service annuity. On the following screen its asking if I took my minimum required distribution. Is that right?

 
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VolvoGirl
Level 15

I have a 1099-R that I have marked as a CSA-1099R Civil Service annuity. On the following screen its asking if I took my minimum required distribution. Is that right?

Yes that's ok.  You get a monthly check?  Then just say YES it is the RMD.  If you are over 70 1/2 it will ask if it was the RMD for everything.  Anything your pension pays you is considered to be the RMD.

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VolvoGirl
Level 15

I have a 1099-R that I have marked as a CSA-1099R Civil Service annuity. On the following screen its asking if I took my minimum required distribution. Is that right?

Yes that's ok.  You get a monthly check?  Then just say YES it is the RMD.  If you are over 70 1/2 it will ask if it was the RMD for everything.  Anything your pension pays you is considered to be the RMD.

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