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Level 2
Feb 8, 2024 12:09 AM UTC
Question

RMD

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  I assume the RMD is withdrawn for each if applicable.

2 replies

VolvoGirl
Level 15
Feb 8, 2024 12:13 AM UTC

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
Feb 11, 2024 2:34 AM UTC

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