topic rmd for pension in Get your taxes done using TurboTax

rmd for pension

mj1942 — Sun, 02 Feb 2025 14:59:31 GMT

My administrator said my monthly pension (which never changes) has no rmd. Everybody i contacted at turbo tax says my pension does not have an rmd. In the past i do not remember what i put down. Question is should i say it is a rmd or say it is not. I do not want to have any problems. Some people on the community web says to claim it as an rmd. I tried it both ways, no difference in my refund.

Re: rmd for pension

xmasbaby0 — Sun, 02 Feb 2025 15:07:18 GMT

When you enter a 1099R for a pension you say it was ALL an RMD.

Re: rmd for pension

mj1942 — Mon, 03 Feb 2025 13:44:12 GMT

Why do you say to mark it as an rmd when administrator says it is not? Just curious thats all.

Re: rmd for pension

xmasbaby0 — Mon, 03 Feb 2025 15:15:36 GMT

Not sure what "administrator" you are referring to. When you enter a 1099R into this software, you need to tell the software that the pension was all an RMD.

Re: rmd for pension

mj1942 — Mon, 03 Feb 2025 16:20:08 GMT

The administrator was the person in charge of the 1099,s