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Samdog03
Level 1
Jan 23, 2025 9:41 PM UTC
Solved

1099 r issue

I have 2 1099 r's that are for pensions that I have been receiving monthly payments for.  This year for the first time now that I am 74 its asking about RMD.  Do I answer yes that these are RMDs and enter the full amounts on the form ? When I finish and have the federal checked it keeps saying it needs to be looked at again.  What is going on ? Never did this before but I guess it because of my age now and rmd requirement

    VolvoGirl
    VolvoGirlAnswer
    Level 15
    Jan 23, 2025 9:43 PM UTC

    Expert Reviewed

    Yes.  It's whatever they send you. Say all of it is the RMD. If you are old enough to get RMD  it will ask you if it is the RMD. Say yes and enter the amount as the RMD amount. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. So just enter the same amount in box 1 for the RMD on each one.

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    2 replies

    VolvoGirl
    VolvoGirlAnswer
    Level 15
    Jan 23, 2025 9:43 PM UTC

    Expert Reviewed

    Yes.  It's whatever they send you. Say all of it is the RMD. If you are old enough to get RMD  it will ask you if it is the RMD. Say yes and enter the amount as the RMD amount. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. So just enter the same amount in box 1 for the RMD on each one.

    DoninGA
    Level 15
    DoninGALevel 15
    Level 15
    Jan 23, 2025 9:43 PM UTC

    For each pension enter the full amount of the pension as an RMD.

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