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tpau
New Member

This isa Survivor Pension. keeps asking for RMD info. Last yr,? Asked-is this an RMD Dis. Answered No This ? Missing this yr.How do I resolve this?

I re-entered all the 1099r Info & answered all the questions but the message keeps saying “needs further review “ without explanation
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3 Replies
KrisD15
Expert Alumni

This isa Survivor Pension. keeps asking for RMD info. Last yr,? Asked-is this an RMD Dis. Answered No This ? Missing this yr.How do I resolve this?

Is this through the VA?

Was 2024 the first year you started to receive this benefit?

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tpau
New Member

This isa Survivor Pension. keeps asking for RMD info. Last yr,? Asked-is this an RMD Dis. Answered No This ? Missing this yr.How do I resolve this?

2023 was the Ist yr & this is a Federal Govt Reirement Pension

MarilynG1
Expert Alumni

This isa Survivor Pension. keeps asking for RMD info. Last yr,? Asked-is this an RMD Dis. Answered No This ? Missing this yr.How do I resolve this?

All 1099-R's are considered 'retirement income' and as such subject to RMD.

 

You could say 'all or part of this distribution is RMD' and then enter an amount equal to or less than the distribution.

 

@tpau 

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