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IRS Carryover Basis Error

Re: 2023 IRA Information Worksheet 

Line 1 shows Total basis in traditional IRAs

Line 3 shows Basis carryover as of 12/31/2023

 

The values should match if the only IRA withdrawal was a QCD. However, the TurboTax calculation incorrectly reduces the carryover amount by the amount of the QCD.

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