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New Member
posted Feb 28, 2025 3:24:17 PM

I keep seeing. Rmd error

I accidentally marked a pension as rmd. Corrected and software doesn’t correct

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1 Best answer
Level 15
Feb 28, 2025 3:25:14 PM

For a pension you have to say it was the RMD.  It's whatever they send you. Say all of it is the RMD. If you have a RMD requirement it will ask you if it is the RMD. Say yes and enter the amount as the RMD amount. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. So just enter the same amount in box 1 for the RMD for each 1099R. 

1 Replies
Level 15
Feb 28, 2025 3:25:14 PM

For a pension you have to say it was the RMD.  It's whatever they send you. Say all of it is the RMD. If you have a RMD requirement it will ask you if it is the RMD. Say yes and enter the amount as the RMD amount. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. So just enter the same amount in box 1 for the RMD for each 1099R.