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Retirement tax questions
As was just mentioned previously on this thread, enter your transactions from the summary page. No, you don't have to make a copy and send to IRS. All you need to do is to make sure you keep the original documents as part of your tax records and be prepared to answer any questions from the IRS. Don't forget the IRS also have a copy your brokerage documents.
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March 8, 2020
5:02 PM