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New Member
posted Jun 5, 2019 11:33:48 PM

How do I download IRA withdrawals from agent?

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1 Replies
Level 1
Jun 5, 2019 11:33:51 PM

Turbotax can do it if it is a large organization (think Vanguard, Janus, Fidelity) or you can type it in yourself.  The agent is required to send you a 1099.  If you did not get one, call the agent.