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Retirement tax questions
@fanfare So in the above example, would the taxpayer not be able to e-file with TT, since they would need to do a paper Form 8606 for the inherited IRA that has a basis? This is actually a situation that my children will face if they inherit since my spouse does have a basis in his IRA, which will not be used up until the final withdrawal.
‎February 12, 2023
11:44 PM