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Retirement tax questions
In response to your reply; yes, this is a non-deductable IRA (I am married filing separate). My question is; is the pre-taxed portion of this account included in the RMD or am I allowed to let it continue to grow?
In response to your concerns regarding recordkeeping. Turbo Tax has done a great job of walking me through this; Form 8606, etc. Thank you.
‎July 26, 2023
10:22 AM