Is a Pension Distribution considered an RMD? Need to know which box to check.

marchowskyshirle · ‎March 15, 2022

BillM223 · ‎March 15, 2022

Nearly any pension plan that makes monthly payments to you is calculated to cover the RMD for that pension. So for a pension, you are generally safe to answer that the pension distribution is an RMD.

The issue for most taxpayers are RMDs for IRA, SEP-IRAs, and the like.

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rjs · ‎March 15, 2022

Yes, you should say that all of the pension distribution is an RMD.

BillM223 · ‎March 15, 2022

Nearly any pension plan that makes monthly payments to you is calculated to cover the RMD for that pension. So for a pension, you are generally safe to answer that the pension distribution is an RMD.

The issue for most taxpayers are RMDs for IRA, SEP-IRAs, and the like.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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Is a Pension Distribution considered an RMD? Need to know which box to check.