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Investors & landlords
Thanks for the correction - I was looking at the 2019 version of Oregon Pub 17 by mistake. TurboTax actually does the calculation in the Oregon State forms. Yes, you do need to keep records for every year that the IRA earns Federal interest. Fortunately, Charles Schwab (maybe others?) has the total YTD Federal interest earned in my IRA reported on every statement so I just keep that page from all the December statements.
‎June 26, 2023
10:19 AM