topic How do i know if i received rmd? in Retirement tax questions

How do i know if i received rmd?

wvgirl48 — Mon, 09 Mar 2026 07:36:21 GMT

asking me if i received all rmd or not or if i was not required to take

Re: How do i know if i received rmd?

SweetieJean — Sat, 19 Mar 2022 23:14:28 GMT

What type of plan is it, and what is the distribution code in Box 7 of the 1099-R?

Re: How do i know if i received rmd?

VolvoGirl — Sat, 19 Mar 2022 23:19:03 GMT

Is it a pension? If it's not an IRA or 401k plan then probably all of it is considered to be the RMD. Did you tell them how much you wanted to take out? Or are you getting regular payments like monthly?

For pensions, If you are 72 it will ask you if it is the RMD. Say yes. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD.