BillK
Level 2
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This year, TT has changed the handling of RMDs for pensions. They still ask if you took out your RMD from the pension. You need to answer YES to move on. Then t...
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What VolvoGirl and others have said about whether distributions from defined benefit pensions are RMDs is true. However, TT doesn't give the least bit of guidan...
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macuser_22,I think you have missed some of the fine print in the IRS rules about RMDs. KarenM90 quoted the IRS list of retirement plans that require an RMD (and...
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Thank you, KarenM90, for providing a reply. However, I think TT needs to do better in helping users know that their pension is a "defined benefit plan" that is ...
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After hours of research at IRS.gov and my pension's website, I now understand that TT has a fundamental flaw in processing this 1099-R. It turns out that my typ...
Activity Feed for BillK
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. April 7, 2025 3:50 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. April 3, 2025 11:10 AM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. March 8, 2025 1:55 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. March 7, 2025 12:30 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. March 3, 2025 6:45 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. February 25, 2025 2:51 PM
- Posted Re: Why does TurboTax ask for RMD for a pension? on Get your taxes done using TurboTax. February 23, 2025 2:27 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. February 12, 2025 4:43 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. January 13, 2025 5:13 AM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. April 4, 2024 1:52 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. April 4, 2024 1:21 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. January 31, 2023 1:37 PM
- Got Cheered for Why does TurboTax ask for RMD for a pension?. January 26, 2023 2:22 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. March 19, 2022 12:14 PM
- Got Cheered for Why does TurboTax ask for RMD for a pension?. March 16, 2022 10:53 AM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. February 19, 2022 6:20 PM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. February 18, 2022 8:46 AM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. February 18, 2022 8:45 AM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. February 18, 2022 8:43 AM
- Got Cheered for Re: Why does TurboTax ask for RMD for a pension?. February 5, 2022 3:36 PM