Solved: I took a larger distribution from an IRA to avoid withdrawing from an Annuity IRA. How do I answer if the distribution was all or part RMD?

I took a larger distribution from an IRA to avoid withdrawing from an Annuity IRA. How do I answer if the distribution was all or part RMD?

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If the amount you withdrew represented the combined RMD for both the IRA and the Annuity, and nothing more, then answer it was all RMD. It doesn't matter which IRA account you withdraw the money from to satisfy the RMD requirement.

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Backdoor Roth IRA 2024 - Turbotax is taxing the entire amount of the conversion (which is incorrect - the conversion amount is the same amount as the basis from the non-deductible IRA that I am converting to Roth.

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I took a larger distribution from an IRA to avoid withdrawing from an Annuity IRA. How do I answer if the distribution was all or part RMD?

I took a larger distribution from an IRA to avoid withdrawing from an Annuity IRA. How do I answer if the distribution was all or part RMD?

I took a larger distribution from an IRA to avoid withdrawing from an Annuity IRA. How do I answer if the distribution was all or part RMD?

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I took a larger distribution from an IRA to avoid withdrawing from an Annuity IRA. How do I answer if the distribution was all or part RMD?

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I took a larger distribution from an IRA to avoid withdrawing from an Annuity IRA. How do I answer if the distribution was all or part RMD?

I took a larger distribution from an IRA to avoid withdrawing from an Annuity IRA. How do I answer if the distribution was all or part RMD?

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