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1099r is for retirement payments and is not an annuity as it is being treated

I have a pension from the state and Turbo tax is treating it like an annuity. This is not correct.  How to I change this?


Then the software takes me down a road of questions about disaster relief and this is not correct either.

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1099r is for retirement payments and is not an annuity as it is being treated

Say all of it is the RMD.  If you are 70 1/2 it will ask you if it is the RMD.  Say yes.  Anything your pension pays you is considered to be the  RMD.

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2 Replies
Eslinda
New Member

1099r is for retirement payments and is not an annuity as it is being treated

I, too, have posted 1099-R income from a pension but it is being treated as an annuity with needed RMD.  In another place, I get questions about a qualified disaster distribution even after answering "NO"  what to do?  I see two other people have this same question.  Is there any way to actually talk to someone at Turbo Tax so I can move on?

1099r is for retirement payments and is not an annuity as it is being treated

Say all of it is the RMD.  If you are 70 1/2 it will ask you if it is the RMD.  Say yes.  Anything your pension pays you is considered to be the  RMD.

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