topic 1099-R for State Retirement Pension in Get your taxes done using TurboTax

1099-R for State Retirement Pension

sakleiner — Mon, 17 Mar 2025 13:06:24 GMT

Turbotax is asking for my RMD for my state retirement pension which comes via a 1099-R. I've been filing for decade now and this is the first TurboTax asked for that.

I have not received any information from the State Emplouee Retirement System about an RMD

I believe it does not apply in this 1099 case.

Any suggestions?

Re: 1099-R for State Retirement Pension

DoninGA — Mon, 17 Mar 2025 13:10:56 GMT

If you are age 70 1/2 or older the pension you received for the year is all an RMD.

Re: 1099-R for State Retirement Pension

xmasbaby0 — Mon, 17 Mar 2025 13:11:09 GMT

When you enter a 1099R for a pension you just need to say it was all an RMD. A pension meets the requirements for RMD.

Re: 1099-R for State Retirement Pension

sakleiner — Mon, 17 Mar 2025 13:55:09 GMT

I am and that's how I handled it. TT should offer that as info somewhere along the way

Thanks

Re: 1099-R for State Retirement Pension

sakleiner — Mon, 17 Mar 2025 13:55:51 GMT

Hi, thanks. That what I did.