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D
dduffie1040
Level 1
June 6, 2019
Question

Required Minimum Distribution 1099R

  • June 6, 2019
  • 1 reply
  • 8 views
I retired from the Amer Red Cross...a nonprofit with a Defined Benefit Program.  I get a monthly pension.  I do NOT think it is an RMD.  Can I check the box indicating the $15,154 I received was NOT an RMD and avoid any penalty???

1 reply

D
dmertz
Level 15
June 6, 2019

Even defined benefit plans have to meet the RMD requirement of the tax code.  It's just not apparent that your pension payments are RMDs since the plan is always set up so that the payments satisfy the RMD requirements.

Simply indicate that the pension payments are all RMD and the entire RMD required of the plan.

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