topic 1099R in Retirement tax questions

1099R

Klynnbook107 — Tue, 18 Mar 2025 02:52:42 GMT

My husband passed away at 64 in 2016. I have been receiving his General Motors pension since then. I get a monthly income from his pension. I also receive a 1099 R. This year they asked his year of birth and when I enter it. The program is telling me I need to calculate an RMAD. This is not an inherent IRA. It is a pension received monthly. Please advise. This has never happened before

Re: 1099R

Bsch4477 — Tue, 18 Mar 2025 03:38:40 GMT

Delete the 1099-R and enter it again. When you are asked how much is RMD say all.

Re: 1099R

Klynnbook107 — Fri, 21 Mar 2025 12:27:32 GMT

But none of it is subject to RMAD. This is not an IRA it is a Monthly Pension from his job at General Motors so instead of all should I not be entering none of it

Re: 1099R

DoninGA — Fri, 21 Mar 2025 12:32:05 GMT

If he is age 70 1/2 or older then all of the pension income reported on the Form 1099-R is an RMD.