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Retirement tax questions
After getting bitten a couple of times on this ....
I now know about keeping the TT IRA Info Worksheet vs just the 8606 - and print off several copies and save the PDF - So there is now a paper copy in each IRA folder, and a paper copy with every yearly tax folder and the PDF in the TT documents sub-directory
I now know about keeping the TT IRA Info Worksheet vs just the 8606 - and print off several copies and save the PDF - So there is now a paper copy in each IRA folder, and a paper copy with every yearly tax folder and the PDF in the TT documents sub-directory
‎June 5, 2019
10:31 PM