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February 13, 2025
Question

nonqualified

  • February 13, 2025
  • 1 reply
  • 0 views

Turbo Tax wont let me enter my annuity as nonqualified therefore all my monthly payments require an RDA.

1 reply

fanfare
Employee
February 13, 2025

for an annuity, whatever amount you received in 2024, enter that as the RMD.

 

 

This has always been the rule for an annuity

@The Mick