To clarify, is the annuity an IRA? If yes, then you are able to take the RMD from any IRA account. Please see Can an account owner just take a RMD from one account for additional information.
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your first 1099-R
- On the "Required Minimum Distribution" screen enter RMD for this account
- On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "The entire distribution applied…" / or select "Some of this distribution…" and enter the RMD amount (if this distribution includes RMD for other IRA accounts then you included the amount here)
- On the "Your 1099-R Entries" screen add the second Form 1099-R and answer the RMD questions.
- On the "Your 1099-R Entries" screen click "Continue"
- On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024.
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