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New Member
posted Jan 15, 2025 11:00:13 AM

My spouse has a pension plan paid to him monthly. It keeps coming up that it's a RMD and there is no RMD. How can I fix this?

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1 Best answer
Level 15
Jan 15, 2025 3:33:47 PM

The monthly pension payments are required distributions that are ineligible for rollover, so these, by definition, are RMDs.

2 Replies
Level 15
Jan 15, 2025 11:01:25 AM

I know.  Mine too.   Say all of it is the RMD.  If you are 72  it will ask you if it is the RMD.  Say yes.  Anything your pension pays you is considered to be the  RMD.  Traditional pensions automatically fulfill the rules of an RMD.

Level 15
Jan 15, 2025 3:33:47 PM

The monthly pension payments are required distributions that are ineligible for rollover, so these, by definition, are RMDs.