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Retirement tax questions
Just wanted to mention if you see the easy guide button on the screen when entering your data you should hit the guide button. It's a more granular entry with specific questions about cost basis and will give you the correct numbers with Roth money moved and traditional IRA. I had the same issue and spent a long time trying to figure out the tax liability. It corrected my initial entries and saved me a couple of thousand dollars in taxes.
March 10, 2022
5:46 AM