Both lines 52 a&b are a function of Required Minimum Distributions (RMDs)
- RMD's are annual withdrawals from tax-deferred retirement accounts like 401(k) or 403(b), Deferred-compensation plan etc.required by the IRS, usually starting at age 73.
These numbers are based on your statement during the retirement interview in TurboTax.
52 b "Minimum required distribution for 2025 from all other plans
A non-qualified plan is an employer-sponsored retirement or deferred compensation."
- Unlike 401(k) plans, they offer unlimited contributions, no mandatory participation, and greater flexibility, but lack tax-qualified status.
- Deferred-compensation plan. A deferred compensation plan allows an employee to earn wages for one year, but delays receiving the payment until a future date—usually retirement. ...
- Salary-continuation plan. ...
- Executive bonus plan. ...
- Split-dollar life insurance plan. ...
- Group carve-out plan.
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