qbteachmt
Level 15
03-18-2022
12:35 PM
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@Ephesians3-14 Provides this reference:
"IN the 2020 software, set up a custom view. Select the TOTAL IRA, TAXABLE IRA AND TAXPAYER AGE fields. Then visually scroll down by age and compare the total TAXABLE IRA column to the TOTAL IRA column. That way I was able to identify all of my clients who made this election."
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers