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March 27, 2025
Question

Federal Pension treated as an IRA distribution

  • March 27, 2025
  • 1 reply
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Turbotax is trying to treat my federal pension as an IRA distribution and is asking me how much of it is an RMD. Can't seem to find a way around this.  Anyone have any ideas?  Extremely frustrating.  Not sure why Turbotax doesn't recognize a 1099 from the Office of Personnel Management as a pension and not an IRA. Especially, since it imported my prior years information.

    1 reply

    March 27, 2025

    When you enter a 1099R for a pension you just need to say it was all RMD.   A pension meets the requirements for 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.**