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Clarification needed on amt to include in Roth IRA distribution reason line. Do I include amounts from both my and spouse's IRA or just mine?
Turbo Tax only asks what I used my Roth IRA withdrawal for but not my wife. I pulled out of both for higher education expenses. Do I include the total amount of expenses on my entry or just up to the amount of my withdrawal? I believe it only asks me because my withdrawal amount exceeds my basis, whereas my wife's withdrawal is well below her contribution basis.
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May 31, 2019
8:14 PM