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Retirement tax questions
Thanks @AmyC!
If I am requesting a transcript I would have to ask for every yr that acct holder had the IRA. Is that correct?
Also, what would be a scenario where someone chooses to have a basis/8606?
And in the event I found out they did, I would then have to amend all the yrs I didn’t use the basis?
March 9, 2022
10:00 AM