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Retirement tax questions
Thanks for your quick response. I really appreciate it.
It is my money, but the source is a bank. Won't that cause a red flag? The dividends/interest go back several years. I just received all the statements earlier this year. I am concerned about reporting the source and about the dividend/interest amount I'd report.
Is it worse to not report and re-file later, OR under-report and then re-file later?
Thank you very much for your thoughts.
‎September 17, 2024
12:11 PM