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April 12, 2025
Question

Where would I find the RMD information?

  • April 12, 2025
  • 1 reply
  • 0 views
Helping my father-in-law prepare his taxes. He is saying that he does not receive a statement for the account so I do not know how to find the balance of the account. He also said it's from a pension plan, and he stopped working at the company in 1982, if that helps.

1 reply

DoninGA
April 12, 2025

For pensions the RMD is the total amount of the pension received for the year, box 1 of the Form 1099-R.