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mj1942
Returning Member

rmd for pension

My administrator said my monthly pension (which never changes) has no rmd. Everybody i contacted at  turbo tax says my pension does not have an rmd.  In the past i do not  remember what i put down.  Question is should  i say it is a rmd or say it is not.   I do not want to have any problems.  Some people on the community web says to claim it as an rmd.  I tried it both ways, no difference in my refund.

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4 Replies

rmd for pension

When you enter a 1099R for a pension you say it was ALL an 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.**
mj1942
Returning Member

rmd for pension

Why do you say to mark it as an rmd when administrator says it is not?  Just curious thats all.

rmd for pension

Not sure what "administrator" you are referring to.   When you enter a 1099R into this software, you need to tell the software that the pension was all an 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.**
mj1942
Returning Member

rmd for pension

The administrator was the person in charge of the 1099,s

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