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Get your taxes done using TurboTax
Thank you for all the information.
I think I'll file an extension so that I can get an accurate amount for Gross Distribution on the 1099-R. The bank said I can get that after the excess funds removal is complete. I'm pretty confident I won't have any gains by then, but I'd like to get an accurate amount all the same.
I appreciate all your help.
‎April 15, 2024
10:26 AM