turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

RMD for a pension & IRA

I get $20,000 a year from a pension and have an IRA. Do I add both of them together to calculate the RMD?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

RMD for a pension & IRA

No.   When you enter a 1099R for a pension you say it was all an RMD.   As for the distribution from the IRA--if you do not know the RMD amount ask the financial institution the handles the retirement account---they can tell you how much it was supposed to be.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

RMD for a pension & IRA

Pension of $20,000 the RMD is the $20,000. IRA of $100,000 my RMD is $4219.41 How do I figure my total RMD?

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question