PENSION PLAN

W8L — Mon, 09 Feb 2026 18:45:14 GMT

OUR RMD HAS BEEN ADDED BUT WE ARE UNABLE TO ADD OUR MONTHLY PENSION PLANS FOR 2025

Re: PENSION PLAN

JohnB5677 — Mon, 09 Feb 2026 19:13:40 GMT

The RMD section will not apply to a pension.

You should have a 1099-R so you can post the pension.

Go to the same 1099-R section.

[Change how I enter my forms]
[Type it myself]
Click box Financial Institution (1099-R) [Continue]
Post the interview to Enter your 1099-R details
Do Not check IRA/SIMPLE/SEP box is checked
Is the IRA/SEP/SIMPLE box on this 1099-R checked? [No]
Where is your distribution from? None of the above
What kind of retirement plan do you have? Qualified plan
Do any of these situations apply to you? None of these apply
Tell us if you moved the money through a rollover or conversion I didn't roll over or convert this money
Annuity information
1. Did you get periodic payments from this retirement account with 77 back on a regular basis, such as monthly, quarterly or annually? [Yes]
Finish the Annuity questions

A pension plan will not have an RMD, When you pass away, the pension ends.