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Get your taxes done using TurboTax
Thank you!! You just solved the issue I was having - my error - I was checking the IRA/SEP/SIMPLE box which was causing the entire distribution to be taxed. Unchecking the box made the calculation work perfectly. I have asked the plan administrator for the basis of the stock and will proceed from there to determine if this is the best alternative for me. Many thanks for your assistance - it is greatly appreciated.
‎July 23, 2023
5:12 AM