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.