DanaB27
Expert Alumni

Retirement tax questions

The capitals gains must come from your Form 1099-B. Did you have an Investment account separate from the IRA? Do not enter any sales from the IRA here.

 

You will need to check your tax records for your last filed Form 8606 and then enter the basis listed on line 14 during the interview.

 

After you enter your Form 1099-R details click "continue" to get to the follow-up questions.

 

@chesapo09

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