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Retirement tax questions
I did...then it asks me "Tell Us the Taxable Amount Method" - either Simplified or General Rule? Not sure which to do. When I choose Simplified it asks me for the "Plan Cost"and "Tax-Free Amount Previously Recovered" - I assume those are both 0 since I did not contribute to this plan, my ex did? And when I do that, it says the entire amount is taxable and knocks my refund down about $2500.
‎June 7, 2019
4:18 PM