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When completing the section for a Form 1099-R you do NOT check the box for IRA/SEP/SIMPLE. Remove the checkmark for that box.
It should be on 1040 line 5. Check the little IRA box between boxes 7 & 8 on the 1099R. It should not be checked. Or why do you think it says it's a IRA? Is it asking for the RMD? Say Yes. Anything the pension pays you is considered to be the RMD.
Make sure you didn’t check the IRA box in box 7 of your 1099-R.
@VolvoGirl , @Bsch4477 , I suggest avoiding the use of the word 'check.' Use 'examine' or 'mark' instead.
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