barbaralong1
Returning Member

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