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New Member
posted Jan 29, 2025 7:39:47 PM

I have two 1099 one for pension income and for RMD. If I designate one as RMD, TurboTax designates my regular pension status as RMD as well. ????

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2 Replies
Expert Alumni
Jan 29, 2025 7:59:08 PM

That is okay.   TurboTax needs to know you received the full RMD or more.   It is a problem only if you received less than your RMD amount.  You only get penalized for not receiving enough of your RMD, so it is fine if all of your pension distribution are labeled RMD.  

New Member
Jan 30, 2025 6:37:59 AM

Thanks for your response. I called TurboTax and support staff connected to my laptop and noted the issue. He said he is going to escalate it. Keeping my fingers crossed.