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Retirement tax questions
Rolled over everything but the RMD ... that is what the 1040 reported ... IRS is saying I owe taxes on full gross distribution -- I agree I owe on the RMD portion but do not agree that I owe on the excess above RMD that I rolled over ... response has been submitted so we will find out ...
Appreciate all the responses
‎December 13, 2023
2:52 PM