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New Member
posted Jun 5, 2019 6:17:53 PM

Pension 1099r - RMD?

Need to know how to respond to question re RMD for normal pensions not associated with 401Ks nor IRAs.

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1 Best answer
New Member
Jun 5, 2019 6:17:55 PM

For pension distributions, the RMD is satisfied by simply receiving pension periodically. 

You may select "yes" to the RMD question (Was this withdrawal RMD and ALL of this was RMD).  You will also be asked if the amount reported is paid periodically in equal amounts.  By selecting "yes" the RMD requirements are met and you may continue with the tax preparation.


3 Replies
New Member
Jun 5, 2019 6:17:55 PM

For pension distributions, the RMD is satisfied by simply receiving pension periodically. 

You may select "yes" to the RMD question (Was this withdrawal RMD and ALL of this was RMD).  You will also be asked if the amount reported is paid periodically in equal amounts.  By selecting "yes" the RMD requirements are met and you may continue with the tax preparation.


New Member
Jun 5, 2019 6:17:56 PM

I do the yes button but then goes to no. Why if I have received monthly benefits since 2017

New Member
Apr 14, 2020 6:30:50 PM

Please Help?

I need to go to the location where I can put in my Pension figures from my 1099 R  10-17?. 

Since I do work part time I already completed the W-2 area.

 

Thank you