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Retirement tax questions
Thanks, to everyone for helping me with this.
I changed the drop-down to "purchased" and looked at line 8 of Part II. There is in fact an amount there; almost 5k actually.
I think I was expecting to owe on the bottom line. But I guess it is possible that without this ESOP transaction and another similar one, I would be getting a decent size refund.
So at this point should assume it's all entered correctly and can move on?
March 11, 2023
3:51 AM