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Retirement tax questions
Just an FYI: I have a PDF of a prior year (2017) Online PDF file (with all forms and worksheets). The 5-year "Tax History Report" for that year is about 20-25% of the way thru Federal section in the left-side index of forms on my PDF Reader....after the main submission forms, but before the worksheets. That contains an "effective" tax rate calculation (some people have issues with it's hazily defined calculation method in some cases) . I have no idea if TTX will display that History report in ~ the same spot every year.
That file & form would contain all the years prior to the year selected...provided you used the same account every year and did a file transfer from each successive year to the next with no gaps.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎August 13, 2020
10:23 AM