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Retirement tax questions
Line 7 of form 8606 would report the total of your distributions from traditional IRA and similar retirements accounts, less your rollovers and qualified charitable distributions (QCD) and similar non-taxable distributions. So, you should be able to look at that amount and compare it to your distributions, as reported on your 1099-R statements, and determine if the QCD's are excluded, as they should be.
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March 30, 2022
1:20 PM