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Retirement tax questions
Was the distribution (1099-R) reported on your tax return along with a 8606 part III attached that reported the Roth basis. If not reported, the IRS will assume that it was all taxable. (I assume this was a 2014 tax return).
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
May 31, 2019
5:43 PM
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