bess
Level 1
 
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IRonMaN
Level 15

IRAs are 100% taxable unless the client had basis in the IRA - something the investment company would have no record of.


Slava Ukraini!
BobKamman
Level 15

Was it rolled over to the spouse's IRA?  Or was it just transferred to the spouse's non-retirement account?  Not sure how Lacerte requires a true rollover to be shown.  

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