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Education
Will do and know I will be speaking with the advisor who suggested and facilitated the withdrawal.
Soooo... if one was to intend to act in good faith, keep detailed record and ensure that it would all be reconciled in reporting 2022 distribution and expenses, what would be the best approach? Over reporting by including Spring 2021 expenses or under reporting what is listed on the 1099-Q?
March 7, 2021
10:22 AM