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I reported total value (and basis) of all trad IRAs on my '14 & '15 returns, but forgot to include a trad IRA annuity (I had distributions). Do I need to amend them?
Because of my error, my nontaxable distributions were about $400 too high and my tax bill $125 too low. I have an extension, so haven't filed 2016 return yet.
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‎June 6, 2019
7:37 AM