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Retirement tax questions
I totally agree with the response above. I have a short-term period certain annuity not for retirement, but instead to pay for a life insurance policy. It is a non-qualified account. I get an annual distribution to pay for the annual insurance premium. But TurboTax treats it as if it is a typical IRA RMD instead of a purchased commercial annuity.
March 8, 2022
2:04 PM
6,731 Views