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Level 2
February 8, 2024
Question

RMD

  • February 8, 2024
  • 1 reply
  • 0 views

I have three Qualified Retirement Pensions that I receive monthly distributions from.  How do I check the boxes as to the RMD?  I assume the RMD is withdrawn for each if applicable.

1 reply

VolvoGirl
Level 15
February 8, 2024

You don't need to mark that anywhere.   After you enter the 1099R it will ask if you took the RMD if you are old enough.  Say yes for Pensions.  

MHPAuthor
Level 2
February 11, 2024

Thanks for your answer.  It's pretty simple but TurboTax could explain it a little better.