Reply To: Incorrect coding after 1035 on inherited non-qualified annuity with RMD

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#1989
DTASFAB
Participant

The Schwab website is clearly wrong, because the wording I copied was from their “Traditional-Non-spouse inherits” tab, but I’m not really concerned about Schwab.

No, Nationwide hasn’t confirmed anything, because apparently their communication is about as efficient as their tax compliance. The person to whom they’ve referred me hasn’t responded to any messages yet. I’ll call again today.