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Level 1
posted Mar 19, 2025 2:52:02 PM

Question regarding reporting on RMD filing

I am 74 and asking how to file on this question.  States I need to report on age 74, however I DO NOT HAVE AN IRA OR 401.  How do I answer the question ?  Do I leave blank or put $0 ?

0 3 878
3 Replies
Level 15
Mar 19, 2025 2:53:59 PM

Did you receive a Form 1099-R for a distribution of any kind?  If so, what was the distribution for?

Level 15
Mar 19, 2025 2:55:06 PM

For a pension enter the RMD for the same amount as box 1.   Anything your pension pays you is considered to be the RMD.

Level 1
Mar 19, 2025 5:10:14 PM

ON FIRST SMALL PENSION BOX 1 STATE $5320.08

2nd small pension states$2064.00

and i get a monthly insurance annuity from when my dad passed away