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Retirement tax questions
Thanks, dmertz, your comment about checking that 1099-R got me thinking. Although it was imported, I pulled exclusively from an Inherited IRA (non-spouse, etc.) this year and my own traditional IRA last year. The Inherited IRA would have its own basis, separate from my own, and since I never contributed already-taxed moneys to it there would be no Nontaxable Amount in the distribution.
‎February 2, 2024
6:43 PM