topic Im having trouble with entering info from a CSA Form 1099-R Turbo Tax wants to treat this as an IRA Distrubtion and requesting RMD What is wrong? in Retirement tax questions

Im having trouble with entering info from a CSA Form 1099-R Turbo Tax wants to treat this as an IRA Distrubtion and requesting RMD What is wrong?

perfect — Thu, 06 Jun 2019 09:33:49 GMT

RMD is required for all retirement accounts. That is why...

Fern — Thu, 06 Jun 2019 09:33:50 GMT

RMD is required for all retirement accounts. That is why Turbo Tax has to ask the question, even for pensions.

For pensions, if it is a qualified plan, the RMD requirement is met because you are receiving periodic payments. However, if you have the ability to control the payments amount, then you must calculate the proper RMD amount to withdraw.

If you are receiving a pension and cannot change the monthly amount, respond yes that you have taken your RMD for this retirement account.

Re: RMD is required for all retirement accounts. That is why...

gosh — Sat, 15 May 2021 17:20:41 GMT

This form is for a Government retirement and is a CSA-1099-R not a 1099-R. In the past it I have been able to enter it in the CSA category. What happened?

Re: RMD is required for all retirement accounts. That is why...

gosh — Sat, 15 May 2021 17:23:58 GMT

Do you have a Civil Service retirement?

Re: RMD is required for all retirement accounts. That is why...

AmyC — Sun, 16 May 2021 17:56:58 GMT

Yes. See Where do I enter my CSA 1099-R?

@gosh