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Retirement tax questions
Thanks VolvoGirl,
Looking back when doing 2024 Taxes with Desktop TT this issue didn't arise. For 2024 my spouse's annuity was not treated by TT in this manner yet her RMD for other retirement investments were. Maybe looking back is only adding to the confusion. However, I understand your explanation and have seen and learned from others like yourself that treating the annuity as just another retirement investment is a logical and practical answer.
‎February 9, 2026
6:23 AM