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New Member
posted Feb 14, 2025 9:39:12 AM

RMD

I am 90 and my wife 84.  We both receive CSA OPM  retirement income. We both are retired and receive SSA.

When I'm asked is "how much of my income is RMD?" what would be my answer?  When I answer the entire amount is RMD, it then ask me amount of the RMD.....that's where I get lost.  PLEASE ASSIST😢

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3 Replies
Level 15
Feb 14, 2025 9:42:42 AM

I do not know what you mean by CSA OPM.    I am guessing it is a pension of some kind.   If your retirement income is coming from a pension, you just need to say it was ALL an RMD.

Level 15
Feb 14, 2025 9:43:58 AM

It's whatever they send you. Say all of it is the RMD. If you have a RMD requirement it will ask you if it is the RMD. Say yes and enter the amount as the RMD amount. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. So just enter the same amount in box 1 for the RMD for each 1099R.

New Member
Feb 14, 2025 9:47:10 AM

Hi, thanks for your response.

CSA is the is type of 1099R form we receive.