Retirement tax questions

Turbotax accepts a summary of Box A transactions with no adjustments. it goes on Schedule D Line 1a.

TurboTax accepts a summary of Box A transactions with adjustments. it goes on Schedule D Line 1b. you would be making the mail-in election.

If you have no adjustments, no mailing is necessary.

 

if you have only a handful of adjusted transactions, you can enter each of them manually. No mailing is necessary

 

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