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1099-R for State Retirement Pension

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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4 Replies

1099-R for State Retirement Pension

If you are age 70 1/2 or older the pension you received for the year is all an RMD.

1099-R for State Retirement Pension

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

1099-R for State Retirement Pension

I am and that's how I handled it.   TT should offer that as info somewhere along the way

 

Thanks

1099-R for State Retirement Pension

Hi, thanks.  That what I did.

 

 

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