How do I tell if a pension is qualified? If it is qualified, how do I calculate the Required Minimum Distribution?

[collinsfk]

My plan admin said the same thing.  They do not give us a plan value each year and do not consider their pension to be subject to RMDs because there was NO employee contribution.  It is a straight employer pension funded entirely by the employer.

[VolvoGirl]

For pensions you answer Yes to RMD.  Anything your pension pays you is considered to be an RMD.  It won't affect your tax return.  

[smiggley]

But TT is asking me for a dollar amount. When I put in the whole 1099 amount, it changes from $483 refund to owing $4000. What the heck?

[smiggley]

I would like to just say yes. I did on my own tax return. No problem. My friend has a box that is requiring a dollar amount and won't let her go past it. When she enters the total 1099, it says she owes $4000 to IRS. Not!

[Vanessa A]

What box is requiring a dollar amount?   Is this an early withdrawal?  How old is she?  What was the 1099R for?  Is it entered in the correct location?  What is the code in box 7?

There are multiple reasons the 1099R could cause her to go from a refund to owing.

1) would be if this is an early withdrawal and is subject to penalty.  

2) Would be it jumped her overall income up to another tax bracket and increased her overall taxes

3) She was required to take an RMD and the amount she took was not enough so she is being taxed on that.