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Retirement tax questions
@fanfare wrote:
"IRS may eventually come to you asking for an explanation."
Whwn adjusting for 1099-R issues, attach an explanation statement of your treatment including dates and amounts.
IRS asks for this in any and all out-of-the-ordinary IRA activity.
Yes, but you can't attach statements when e-filing with Turbotax. You would need to use a different software that allows attachments (if any do) or print your return, and file by mail including the attachment.
‎September 11, 2025
9:19 AM