topic Re: Question regarding reporting on RMD filing in Retirement tax questions

Question regarding reporting on RMD filing

worldtraveler451 — Wed, 19 Mar 2025 21:52:02 GMT

I am 74 and asking how to file on this question. States I need to report on age 74, however I DO NOT HAVE AN IRA OR 401. How do I answer the question ? Do I leave blank or put $0 ?

Re: Question regarding reporting on RMD filing

DoninGA — Wed, 19 Mar 2025 21:53:59 GMT

Did you receive a Form 1099-R for a distribution of any kind? If so, what was the distribution for?

Re: Question regarding reporting on RMD filing

VolvoGirl — Wed, 19 Mar 2025 21:55:06 GMT

For a pension enter the RMD for the same amount as box 1. Anything your pension pays you is considered to be the RMD.

Re: Question regarding reporting on RMD filing

worldtraveler451 — Thu, 20 Mar 2025 00:10:14 GMT

ON FIRST SMALL PENSION BOX 1 STATE $5320.08

2nd small pension states$2064.00

and i get a monthly insurance annuity from when my dad passed away