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How to properly report cashed-out mutual funds?
Hi, I recently cashed out a mutual fund, a Roth-IRA (early), and a Life-Insurance with a dollar value. Can anyone tell me what forms I should file to report the cash-out income and tax-withholding on those funds? I am doing an update for 2018, so I will also need to mention what my tax return was last year. Does anyone know where I can do that on my taxes and if Turbo Tax (which version?) will provide me with the right options/questions to properly do this? I looked up a list of mutal fund forms, but none of them seems to cover this scenario. Thank you in advance for your help!
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ā€ˇFebruary 7, 2020
6:21 AM