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New Member
posted Jan 21, 2025 11:46:59 AM

Turbo tax is refusing to file my federal tax form because I do not have an RMD amount for my pension. How do I fix this?

I have a federal civil service pension - there is no RMD, but the @#$%^& AI bot doesn't get it.

0 2 916
2 Replies
Level 15
Jan 21, 2025 12:02:12 PM

When you answer the questions about a pension you are supposed to say it was ALL an RMD.  

Level 15
Jan 21, 2025 12:06:34 PM

Say all of it is the RMD.  When you turn 73  it will ask you if it is the RMD.  Say yes.  Anything your pension pays you is considered to be the  RMD.  Traditional pensions automatically fulfill the rules of an RMD. So for the RMD question put in the same amount as box 1.