Level 15
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Retirement tax questions

What do you mean "not included", but it "shows up" - which is it?

 

Did you enter a 1099-R for the proper spouse and answer the followup questions that there was a basis in the IRA and then enter the year end value?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**