OPM 1099-R RMD question

Forum|Forum|3 years ago
April 4, 2023
2 replies
34 views

NONE of the replies so far answer the question. Are the boxes checked correctly? How do you figure what to enter in the box at the bottom, "RMD AMOUNT"?

Best answer by JulieS

Yes, you are correct, this does not apply to an OPM pension. You can answer the first question No, none of this withdrawal was an RMD and the second question will disappear.

JulieSAnswer

Level 15

Yes, you are correct, this does not apply to an OPM pension. You can answer the first question No, none of this withdrawal was an RMD and the second question will disappear.

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dmertz

Level 15

If these are regular periodic distributions from CSRS or FERS, the entire amount is RMD. TurboTax is actually asking the amount that is ineligible for rollover and these distributions are never eligible for rollover. Since you would not have rolled over any of these distributions, it really doesn't matter what answer you provide to this question.