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dkwillman
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I need help with RMD on a pension plan

 
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DS30
New Member

I need help with RMD on a pension plan

You will meet the RMD requirements related to your employer pension plan distributions (see below)

For the required minimum distribution (RMD), if you are asked a question about taking an RMD (because you meet the age requirements) from your pension when entering your pension information, the answer is "yes" that this withdrawal was an RMD and that all the distribution was an RMD (screenshot)

The RMD rules apply to all employer sponsored retirement plans, including profit-sharing plans, 401(k) plans, 403(b) plans, and 457(b) plans. The RMD rules also apply to traditional IRAs and IRA-based plans such as SEPs, SARSEPs, and SIMPLE IRAs.

Please click this link IRS - Retirement Plan and IRA required minimum distributions for more information.


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1 Reply
DS30
New Member

I need help with RMD on a pension plan

You will meet the RMD requirements related to your employer pension plan distributions (see below)

For the required minimum distribution (RMD), if you are asked a question about taking an RMD (because you meet the age requirements) from your pension when entering your pension information, the answer is "yes" that this withdrawal was an RMD and that all the distribution was an RMD (screenshot)

The RMD rules apply to all employer sponsored retirement plans, including profit-sharing plans, 401(k) plans, 403(b) plans, and 457(b) plans. The RMD rules also apply to traditional IRAs and IRA-based plans such as SEPs, SARSEPs, and SIMPLE IRAs.

Please click this link IRS - Retirement Plan and IRA required minimum distributions for more information.


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