dech
Level 1
09-20-2021
01:46 PM
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The IRS in Form 8606 instructions states that when you had IRA contribution returned to you, "attach a statement explaining the distribution."
Does Lacerte automatically generate such a statement?
If not, what information is the IRS looking for?
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sjrcpa
Level 15
09-20-2021
01:51 PM
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No.
The more I know the more I don’t know.