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Returning Member
posted Feb 13, 2025 3:43:24 PM

nonqualified

Turbo Tax wont let me enter my annuity as nonqualified therefore all my monthly payments require an RDA.

0 1 620
1 Replies
Level 15
Feb 13, 2025 3:54:12 PM

for an annuity, whatever amount you received in 2024, enter that as the RMD.

 

 

This has always been the rule for an annuity

@The Mick