Certainly, use the advice of the others who posted and are far more knowledgeable than myself.
It wasn't clear to me how IRA annuities were to be handled.
Except for the changes that "might" occur in the software for 2025 taxes, you probably now have a fairly decent handle on it...with some work yet trying to figure the actual RMD amounts for the annuities themselves.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
