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New Member
posted Jun 4, 2019 5:33:08 PM

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?

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1 Best answer
Level 15
Jun 4, 2019 5:33:09 PM

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.  

1 Replies
Level 15
Jun 4, 2019 5:33:09 PM

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.