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Retirement tax questions
Further, the information I'm reading seems to imply that the Simplified Method worksheet is what should be used to calculate the Tax-Free Amount Previously Recovered. However, the Worksheet asks for the same number I'm using it to compute -- any amount recovered tax-free. Line 6 says "Enter the amount, if any recovered tax-free in years after 1986."
‎July 9, 2020
4:40 PM