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Retirement tax questions
Thank u for your reply. How do I calculate the cost basis. I thought the program would do that for me if the easy step questions prompted me to enter that information. Was I supposed to get a 1099 OID? I do know what I invested and the 1099 tells me what I took out I didn’t take it all out. I have a $11K surrender fees.
So sorry for the confusion on my part. Thanks
March 18, 2023
10:12 AM