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Get your taxes done using TurboTax
If your 2023 tax return doesn't have Form 8606 then it doesn't seem that you had a basis (nondeductible traditional IRA contributions) which would cause part of the distribution to be nontaxable.
To confirm, your line 4b on your 2023 Form 1040 shows less than line 4a?
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March 6, 2025
5:54 AM