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Retirement tax questions
It was a non-deductible contribution to a traditional IRA. We did not file an 8606 in that tax year (approx 2009). The 1099-r box 7 had a 7 and an X for IRS/SEP/Simple. The account moved between Think Or Swim and TD Ameritrade and lost any trail it had.
‎June 6, 2019
9:59 AM