Colmatt
Level 5
03-22-2024
09:46 AM
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In December 2022 inherited IRA $347,000+
2023 1099-R distribution $26000.
Box 2a Taxable $26000.
Box tax not determined checked
Code 4
IRA box checked
Client is 65
Tax treatment help please and penalty help? Thank you.
Best Answer Click here