AmyC
Expert Alumni

Retirement tax questions

First, did you contribute to an IRA/ Keogh/ SEP from 1981-1986? 

  • If not, leave blank and move on.
  • If yes, have you already taken the one time deduction allowed?
    • If yes- you are done, move on.
    • If no - add all your contributions from 1981-1986 and claim the deduction.

 

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