turbotax icon
turbotax icon
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Yes No
jrb98391
New Member
Member profile
Latest badges earned

  • Re: Annuity RMD

    And this from Fidelity:Key takeawaysA little-known SECURE 2.0 Act rule lets "excess income" from qualified annuities satisfy RMDs for other accounts.Previously,...
    jrb98391
    1
    Updated Sep 26, 2025

  • Re: Annuity RMD

    My info was based on this reply I received from Google:Under the SECURE 2.0 Act, if your annuity payments exceed your RMD for that contract, the excess can be a...
    jrb98391
    2
    Updated Sep 26, 2025
Activity Feed for jrb98391
Membership stats
Quick links
Sitemap
YouTube RSS Facebook Twitter Instagram tumblr
TurboTax Logo CreditKarma Logo QuickBooks Logo MailChimp Logo

©1997-2024 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.

TRUSTe
eFile clevel