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Retirement tax questions
Thank you for the information but can you please answer another question regarding the same area. Should Line 7 of the 8606 include distributions from a Beneficial IRA? If not, how do I get Turbo Tax to exclude it. Secondly, on Line 2 of the IRA Information Worksheet, should Beneficial IRA's be included in the Year End Values? Thank you.
‎January 26, 2025
9:08 AM