About benjamingslade

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Solved Re: How do I tell if a pension is qualified? If it is qualified, how...

dmertz said (with my annotations in square brackets):Because RMDs are not eligible for [IRA] rollover, TurboTax ask how much is RMD (a required distribution) on...

benjamingslade

Updated Mar 05, 2025
Solved Re: How do I tell if a pension is qualified? If it is qualified, how...

@JulieSwrote:You do not have to calculate the RMD of a pension. If it is a qualified pension, the plan has to determine the RMD and distribute that amount to th...

benjamingslade

Updated Mar 05, 2025
Solved Re: How do I tell if a pension is qualified? If it is qualified, how...

@ColeenD3wrote:She has a pension, not an IRA. Yes, pensions must distribute RMDs and she must take her RMD if she has reached age 72.In TurboTax Deluxe (on my P...

benjamingslade

3

Updated Mar 05, 2025
Solved Re: How do e-filing payments work?

Thanks for the details. I guess my point is, the TurboTax (Deluxe) screen should've had a link to a help page saying what the options were before I committed to...

benjamingslade

Updated Jul 30, 2021
Solved Re: How do e-filing payments work?

Thanks. They key facts I needed to know are, if I'm e-filing, I can mail in a check after the e-filing (ie., I don'thave topay by credit card. And, if paying by...

benjamingslade

2

Updated Jul 30, 2021

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Date Registered	‎May 31, 2019 8:58 PM
Date Last Visited	‎October 6, 2023 3:06 PM
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