Question: 1 / 1 4 / 2 5 , 1 2 : 3 5 PM Training detail: Curriculum Which taxpayer is required to use the general

1/14/25,12:35 PM
Training detail: Curriculum
Which taxpayer is required to use the general rule for calculating the taxable amount of their retirement distribution?
Each individual received a payment in 2023, with the first payment received in 2021.
Betz (76) received her required minimum distribution from her traditional IRA. She made nondeductible contributions to the IRA several years ago.
Elizabeth (70), a retired teacher, received a distribution from a 403(b) plan.
George (69) received a distribution from his former employer's 401(k) plan.
William (72) received a distribution from a nonqualified annuity plan that he had purchased through a life insurance company.
1 / 1 4 / 2 5 , 1 2 : 3 5 PM Training detail:

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