The RMD section will not apply to a pension.
You should have a 1099-R so you can post the pension.
Go to the same 1099-R section.
- [Change how I enter my forms]
- [Type it myself]
- Click box Financial Institution (1099-R) [Continue]
- Post the interview to Enter your 1099-R details
- Do Not check IRA/SIMPLE/SEP box is checked
- Is the IRA/SEP/SIMPLE box on this 1099-R checked? [No]
- Where is your distribution from? None of the above
- What kind of retirement plan do you have? Qualified plan
- Do any of these situations apply to you? None of these apply
- Tell us if you moved the money through a rollover or conversion I didn't roll over or convert this money
- Annuity information
- Did you get periodic payments from this retirement account with 77 back on a regular basis, such as monthly, quarterly or annually? [Yes]
- Finish the Annuity questions
A pension plan will not have an RMD, When you pass away, the pension ends.
- A 401-K or IRA may still have money in it.
- The IRS wants their cut, thus RMDs
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