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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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dmertz
Level 15

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?

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

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2 Replies

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?

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.

dmertz
Level 15

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?

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

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