topic I have been getting two pension checks every month for more than ten years. Turbo Tax wants to know how much was RMD. The pension plans say they do not consider them RMD in Retirement tax questions

I have been getting two pension checks every month for more than ten years. Turbo Tax wants to know how much was RMD. The pension plans say they do not consider them RMD

Vudu1 — Wed, 11 Feb 2026 03:27:00 GMT

I will be 74 this summer

Re: I have been getting two pension checks every month for more than ten years. Turbo Tax wants to know how much was RMD. The pension plans say they do not consider them RMD

dmertz — Thu, 15 Feb 2024 20:25:28 GMT

While the plan might not call them RMDs, they are indeed required distributions under the tax code, so the entire amount is RMD. Being an RMD simply means that these distributions are not eligible for rollover.

Re: I have been getting two pension checks every month for more than ten years. Turbo Tax wants to know how much was RMD. The pension plans say they do not consider them RMD

SteamTrain — Thu, 15 Feb 2024 20:25:28 GMT

For pension plans .....indicate it is an RMD, and that ALL of it is an RMD.