478841
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

pjm
New Member

Where and how do I enter a 1099R from a defined pension plan from AIG that does not require a RMD now that I reached 70 1/2?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

Where and how do I enter a 1099R from a defined pension plan from AIG that does not require a RMD now that I reached 70 1/2?

You will enter the 1099R just as you have in past years.

Due to the RMD and turning 70 1/2 you will need to answer some additional questions, however.

Due to monthly pension, the easiet way is to say "yes" this is RMD, "all" is RMD and I have received all required RMD for the year.  

View solution in original post

1 Reply

Where and how do I enter a 1099R from a defined pension plan from AIG that does not require a RMD now that I reached 70 1/2?

You will enter the 1099R just as you have in past years.

Due to the RMD and turning 70 1/2 you will need to answer some additional questions, however.

Due to monthly pension, the easiet way is to say "yes" this is RMD, "all" is RMD and I have received all required RMD for the year.  

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question