topic My spouse has a pension plan paid to him monthly. It keeps coming up that it's a RMD and there is no RMD. How can I fix this? in Retirement tax questions

My spouse has a pension plan paid to him monthly. It keeps coming up that it's a RMD and there is no RMD. How can I fix this?

elchar1981 — Tue, 03 Feb 2026 06:31:08 GMT

Re: My spouse has a pension plan paid to him monthly. It keeps coming up that it's a RMD and there is no RMD. How can I fix this?

VolvoGirl — Wed, 15 Jan 2025 19:01:25 GMT

I know. Mine too. Say all of it is the RMD. If you are 72 it will ask you if it is the RMD. Say yes. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD.

Re: My spouse has a pension plan paid to him monthly. It keeps coming up that it's a RMD and there is no RMD. How can I fix this?

dmertz — Wed, 15 Jan 2025 23:33:47 GMT

The monthly pension payments are required distributions that are ineligible for rollover, so these, by definition, are RMDs.