Hello SteamTrain,What you wrote was the way this was handled for RMD's prior to 2023 and SECTION 204 OF SECURE 2.0 for annuities. (And one can still handle RMD'...
Hello dmertz,Thanks for your fine reply! And yes I do believe that what you have written is correct. (Another person replied saying this was not the case but he...
Dear Opus17 - Thanks for your fine reply! I should get my Mac version of TurboTax for 2025 by Nov 2025 (but often it's not really "ready" for IRA and annuity pa...
