Turbotax is asking for my RMD for my state retirement pension which comes via a 1099-R. I've been filing for decade now and this is the first TurboTax asked for that.
I have not received any information from the State Emplouee Retirement System about an RMD
I believe it does not apply in this 1099 case.
Any suggestions?
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If you are age 70 1/2 or older the pension you received for the year is all an RMD.
When you enter a 1099R for a pension you just need to say it was all an RMD. A pension meets the requirements for RMD.
I am and that's how I handled it. TT should offer that as info somewhere along the way
Thanks
Hi, thanks. That what I did.
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