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ddmiller1996
March 20, 2025
Question

how to get my non-qualified annuity to go thru turbotax?

  • March 20, 2025
  • 1 reply
  • 0 views
the annuity is funded with pre-taxed dollars not requiring a rmd.

    1 reply

    DaveF1006
    DaveF1006
    March 20, 2025

    It depends how the information is entered in TurboTax.  After the 1099R is entered, there will be a series of questions to be answered.  One of these is if this plan is a qualified or non-qualified plan. If you select non-qualified, then a question may appear asking  if you have missed a RMD payment from any qualified plans. Here you can indicate that none of these plans failed to withdraw a RMD. At this point, you are done entering the form.

     

     

     

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