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rgerlits
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I have 2 IRA accounts. One is an annuity, the other is a brokerage. I need to take an RMD from each. I have attempted to use the annuity sum totally as an RMD to cover RMD from other account. Turbo Tax finds this problematic.

 
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1 Reply

I have 2 IRA accounts. One is an annuity, the other is a brokerage. I need to take an RMD from each. I have attempted to use the annuity sum totally as an RMD to cover RMD from other account. Turbo Tax finds this problematic.

the annuity payout is considered as the exact  RMD for that annusity.

Another IRA is going to require another calculation of the RMD for that account.

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