DaveF1006
Expert Alumni

Retirement tax questions

I do think there are many tax implications here that required precise calculations that are out of scope for this community forum. You will either need to consult a local tax professional or if you are preparing your return using Turbo Tax online, subscribe to Turbo Tax Live to engage with a live Tax expert that can assist you over the phone.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"