DanielV01
Expert Alumni

Retirement tax questions

Thank you as well.  I was sent information in the research that backed the position you stated, so I had to go to the IRS final regulations.  That's the only way to get the real answer on this one.  It is a new provision that is still a work in progress for CPAs and tax preparers, and I'm sure there will be many more questions on this to come.
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