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posted Mar 23, 2024 10:14:07 AM

1099R For nonqualified annuity

TurboTax erroneously reports a required minimum distribution must be taken from an inherited, nonqualified annuity purchased by the decedent with after tax dollars.  No RMD is required from such an annuity.

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Expert Alumni
Apr 1, 2024 6:20:28 AM

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