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Retirement tax questions
I have a similar situation this year, except it's an inherited non-qualified annuity. Last year was the end of the five-year rule, so we needed to take the remainder of the money out by Dec 31, 2018, which we did. But TurboTax is asking me about RMD's... which is inappropriate / not applicable to an inherited non-qualified annuity. I've checked my answers multiple times. Further, entering either yes, this is an RMD or not doesn't seem to change the tax. Do you have any thoughts?
‎June 4, 2019
7:14 PM