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Level 2
April 24, 2024
Question

Audit

  • April 24, 2024
  • 1 reply
  • 5 views

My turbo tax return triggered an audit due to a large refund. I am 79 years old. my return did not tax my Roth IRA, is that accurate??

 

1 reply

Level 15
April 24, 2024

The IRS is asking for additional information when there is a large amount withheld. Your Roth withdrawal would not be taxed. Follow the IRS instructions.