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Retirement tax questions
Hi David D66, Thanks for responding. I wished I had waited for your response, I got nervous about having to do an amended return. I did call in to Turbo Tax and spoke to a very nice lady who was able to sign in to my online return and walk me through this 19 cent headache. She said since it was reported to the IRS that I should also report it. I did have to go back 10 years in my records to see how much I paid originally for each share of this REIT account. I found the paper work showing I paid $10.00 a share. We finished the amended paperwork and I had to pay back like $140.00 of the money originally refunded me.
‎April 18, 2023
12:35 PM