topic I have a military retirement 1099R. Program is asking for RMD info. No matter what I enter, it loops on the RMD Accumulation worksheet. I can't continue. Help! in Retirement tax questions

I have a military retirement 1099R. Program is asking for RMD info. No matter what I enter, it loops on the RMD Accumulation worksheet. I can't continue. Help!

billharvey — Tue, 03 Feb 2026 05:39:11 GMT

Re: I have a military retirement 1099R. Program is asking for RMD info. No matter what I enter, it loops on the RMD Accumulation worksheet. I can't continue. Help!

VolvoGirl — Tue, 28 Jan 2025 20:31:26 GMT

Say all of it is the RMD. When you turn 73 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. So for the RMD question put in the same amount as box 1.

Re: I have a military retirement 1099R. Program is asking for RMD info. No matter what I enter, it loops on the RMD Accumulation worksheet. I can't continue. Help!

Maca2 — Sun, 09 Mar 2025 04:20:15 GMT

I’m having the same issue… keeps looping back for me to enter an amount for RMD for a military retirement account. 7 is entering for normal distribution too. Any way to bypass?

Re: I have a military retirement 1099R. Program is asking for RMD info. No matter what I enter, i...

MaryK4 — Wed, 12 Mar 2025 19:26:38 GMT

To complete the tax return, you can indicate that the entire amount is RMD. This is not reported to the IRS, TurboTax just uses the information to determine if you must pay the penalty for not taking the RMD pm the Form 5329. @Maca2

Re: I have a military retirement 1099R. Program is asking for RMD info. No matter what I enter, i...

Maca2 — Wed, 12 Mar 2025 22:51:55 GMT

Thank you so much for your reply. So just to clarify I will enter the full amount listed in the 1099R. Extremely helpful!

Re: I have a military retirement 1099R. Program is asking for RMD info. No matter what I enter, i...

AmyC — Wed, 12 Mar 2025 22:59:26 GMT

You must say all of it and enter the full amount as RMD and full amount as RMD taken. Thank you for your service.

Re: I have a military retirement 1099R. Program is asking for RMD info. No matter what I enter, i...

cdzluv — Sun, 16 Mar 2025 21:04:51 GMT

When I put the entire amount as RMD I must pay almost $7000 in taxes on my retired pay. I have already paid taxes on the Amount... what other options?

Re: I have a military retirement 1099R. Program is asking for RMD info. No matter what I enter, i...

BillM223 — Fri, 21 Mar 2025 16:17:11 GMT

cdzluv

Please clarify a few things for me. Are you being charged taxes on the federal return (where this amount is normally taxable) or on a state return(where military retirement is often tax-free). If state, which state?

"I have already paid taxes on the Amount" - what does this mean? When and where did you pay taxes on this amount?

Are you being charge a penalty because you have not taken a sufficient RMD? This is unlikely, but may be an issue with what you have entered. On line 8, Schedule 2 (1040), do you have an amount here?

@cdzluv