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Retirement tax questions
I have Two Ira’s, both qualified with RMDs. I have nondeductible funds in one of the two Ira’s but not the other. Funds from the Ira with no nondeductible funds is correctly included on line 7 of the 8606. The second ira has qcd amounts. Its taxable portion (I.e. which excludes QCDs) ,, should be included in line 7 as well but is not.
March 27, 2025
3:21 PM