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Retirement tax questions
I just spoke with the Representative from the Company that held the Annuity, which I chose Cash Out from. It seems that this fund was unique from a standard retirement/401k/Roth/SEP/Simple, and I am 1 of 2 in the last 8 years that elected the Cash Out, and am under 59.5 YO.
The Representative could not tell me if it falls under a Qualified or Non-Qualified Plan within TurboTax, and will consult with their in-house Tax attorney to see how it should be entered/classified in TurboTax.
The Representative could not tell me if it falls under a Qualified or Non-Qualified Plan within TurboTax, and will consult with their in-house Tax attorney to see how it should be entered/classified in TurboTax.
‎June 4, 2019
3:55 PM