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Retirement tax questions
Thank you. Correct - never had a direct skips. I am using Puritas software for the past two years. Line 2 is not populating with any numbers - so hopefully I'm all set.
Next on the list is creating a continuation sheet for stock transfers. IRS instructions want several details on transferred stocks and there is no place on the software to put in cusip# type of stock, etc.
March 13, 2025
10:21 AM