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Retirement tax questions
@dmertz @sg14d Just to clarify, as far as filing a 8606 for a non-spousal inherited IRA with a basis, I understand that Turbotax won't prepare it, but will allow entry of the pro-rated basis so that it is correctly subtracted from the distribution. Can you still e-file the return and mail in the paper 8606 separately and by itself (which you prepared outside of TT)?
‎October 8, 2023
1:38 PM