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TurboTax Deluxe 2018 does not appear to be handling annuities correctly, it keeps asking about RMD; i.e. it seems to think the annuity is an IRA. What's going on?

 
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Level 15

TurboTax Deluxe 2018 does not appear to be handling annuities correctly, it keeps asking about RMD; i.e. it seems to think the annuity is an IRA. What's going on?

TurboTax is actually trying to determine if any amount is eligible for rollover.  Just indicate it's all RMD so that TurboTax knows then none of this money is eligible for rollover.

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Level 15

TurboTax Deluxe 2018 does not appear to be handling annuities correctly, it keeps asking about RMD; i.e. it seems to think the annuity is an IRA. What's going on?

TurboTax is actually trying to determine if any amount is eligible for rollover.  Just indicate it's all RMD so that TurboTax knows then none of this money is eligible for rollover.

View solution in original post

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