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Retirement tax questions
many trustees leave 2a blank because they don't know how much, if any, is taxable. for example if it was from a traditional IRA and you made non-deductible IRA contributions to any traditional account you would have basis which would reduce the taxable amount of the distribution. the trustee doesn't know that. also in cases of 401k's rolled over to IRA's
‎June 5, 2019
11:58 PM