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Get your taxes done using TurboTax
Just letting you know that I completed my taxes and my IRA basis appears to have transferred intact. I was able to download my .tax2020 file and also downloaded the full PDF file by doing the following:
Add a State>Tax Tools>Print Center>Print, Save, or Preview This Year's return
checked the boxes for both 2020 Federal return and 2020 State return, and "include government and TurboTax worksheets". Viewed the file then saved it as a .pdf.
Thanks again for your very thorough and helpful comments!
‎April 8, 2021
12:09 AM