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New Member
posted Apr 12, 2025 9:52:14 AM

Where would I find the RMD information?

Helping my father-in-law prepare his taxes. He is saying that he does not receive a statement for the account so I do not know how to find the balance of the account. He also said it's from a pension plan, and he stopped working at the company in 1982, if that helps.

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1 Replies
Level 15
Apr 12, 2025 9:53:57 AM

For pensions the RMD is the total amount of the pension received for the year, box 1 of the Form 1099-R.