Handling RMD when 401(k) and 403(b) distributions reported on the same 1099-R and some payments are periodic but others not in Retirement tax questions
I receive an annuity that was created from a trust after my grandmother died. It is considered my inheritance, and it doesn’t incur interest. Do I claim or the trust? in Business & farm
I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b of my 1040, TurboTax added "ROLLOVER" to the taxable amount. Is this correct? in Retirement tax questions