https://ttlc.intuit.com/community/retirement/discussion/re-required-minimum-distribution-reporting-for-pension-plan-beneficiaries/01/2669005#M176284 <P>She should say, yes, this is all an RMD.</P> Sat, 09 Apr 2022 19:56:42 GMT ColeenD3 2022-04-09T19:56:42Z https://ttlc.intuit.com/community/retirement/discussion/required-minimum-distribution-reporting-for-pension-plan-beneficiaries/01/2668952#M176280 <P>I am helping a friend with her taxes. She inherited a pension from her deceased spouse many years ago and has received a 1099-R. TurboTax is asking whether any of the money she received from the pension in 2021 is a required minimum distribution and, if so, how much. What are the reporting rules on this? She is in her nineties. Thank you for your help.</P> Mon, 09 Mar 2026 11:23:28 GMT https://ttlc.intuit.com/community/retirement/discussion/required-minimum-distribution-reporting-for-pension-plan-beneficiaries/01/2668952#M176280 Leif182 2026-03-09T11:23:28Z https://ttlc.intuit.com/community/retirement/discussion/re-required-minimum-distribution-reporting-for-pension-plan-beneficiaries/01/2669005#M176284 <P>She should say, yes, this is all an RMD.</P> Sat, 09 Apr 2022 19:56:42 GMT https://ttlc.intuit.com/community/retirement/discussion/re-required-minimum-distribution-reporting-for-pension-plan-beneficiaries/01/2669005#M176284 ColeenD3 2022-04-09T19:56:42Z https://ttlc.intuit.com/community/retirement/discussion/re-required-minimum-distribution-reporting-for-pension-plan-beneficiaries/01/2669078#M176291 <P>Thank you very much for your help!</P> Sat, 09 Apr 2022 20:11:47 GMT https://ttlc.intuit.com/community/retirement/discussion/re-required-minimum-distribution-reporting-for-pension-plan-beneficiaries/01/2669078#M176291 Leif182 2022-04-09T20:11:47Z