TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 1

Question

Required Minimum Distribution

1 reply
10 views

Turbo Tax ask is I wanted to use my pension from State of Kansas (KPERS), for my Required Minimum Distribution. Can I actually do that? If so how do I use it to calculate my total RMD?

Seamans

Alumni - Intuit

If TurboTax is asking about an RMD requirement and it involves a pension account it is probably be cause the IRA box was checked off back when you entered your 1099-R.

Go back to the entry screen for the 1099-R and confirm that the IRA box is not checked.

This is how to post a 1099-R

Login to your TurboTax Account
Click "Wages & Income" on the top
Scroll down to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
Answer "Yes" to the question "Did You Have Any of These Types of Income?"
Click "I'll Type it Myself"
Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
Click "Continue"
From here TurboTax will walk you through entering your Form 1099-R

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"