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Retirement tax questions
I have the same issue with apportionment going to ex wife. when going thru interview it asks for the gross amount, the cost basis and amounts previously recovered tax free. I don't know where to find the number for amounts previoulsy recoered tax free.
Example: Gross distribution: 80,000, Taxable amount: unknown, Employee contributions 57,000 and a NOTE stating 10,000 was paid to Ex under court ordered apportionment Can I get a taxable amount from these numbers or do I need to dig deeper?
‎April 12, 2023
9:44 AM