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Retirement tax questions
Include the words "See Statement" and include TurboTax's Taxable IRA Distribution Worksheet which will show the year-end value in your traditional IRAs. Beware, though, that TurboTax seems to use this worksheet in more situations than are appropriate, so the IRS might disagree with the use of that worksheet in your particular situation.
‎February 28, 2020
2:30 PM