Notifications
Clear all
Questions and Discussion Relative to Pralana Online's "Build" Features
2 Posts
2 Users
0 Reactions
523 Views
Topic starter October 14, 2024 1:31 pm
When building an annuity where the source of the funds is a future purchase from a tax-deferred account, it's treating this as taxable distribution, in addition to taxing the payment when I select "100%". I don't think it should be a taxable distribution, right?
It's currently treating it as a scheduled withdrawal with resultant increase to AGI.
October 18, 2024 6:15 am
@stkeros Yes, it appears that you are correct on this! We'll investigate and try to get this fixed right away!
Thanks,
Stuart
