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Retirement tax questions
Thanks for the quick response!
But why is it that I'm getting a message "we transferred a total basis in all our traditional IRAs of zero for all years through 2022. We calculated a different total basis of $202 from your entries on the previous screen." AND I need to "attach an explanation".
Does it matter if I have converted all my balance from Traditional IRA to Roth IRA for all these years? (though I have done recharacterization)
March 30, 2024
6:36 AM