This issue/question has come up EVERY year since I have been answering questions here (since 2009) and TurboTax is not going to change it. TurboTax will ask the question blindly for ANY 1099-R if you age is 70 1/2 or more.
Virtually all pension plans, defined contribution plans, and annuities in existence today fall under section 401 of the tax code.
Required minimum distributions for defined benefit plans and annuity contracts all require RMD's after age 70 1/2. If you receive periodic (monthly) payments from any pension plan you can be assured that the custodian of the plan is meeting the requirements so you can safely answer "yes" to the question.
The rules that the plan administrator must use to calculate the RMD as required by §401(a)(9) are defined in § 1.401(a)(9)-6) of the Internal Revenue Code (IRC).
The answer to the question does not go on your tax return, it is simply to make sure you do not owe any penalty for not taking the RMD or use it for an ineligible rollover.
The question is just to be sure that the requirement was met.
https://ttlc.intuit.com/replies/3302117
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
