acuny
Level 3
03-20-2022
03:45 AM
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Also add Total Pensions and Taxable Pensions. Then, sort by Total IRAs and compare to Taxable IRAs (you will/may find some) and then sort by Total Pensions (you will/may find more). Of course, not every distribution came from an IRA. You are of course, looking for a Taxable amount that is 1/3 of the Total amount. This was a very useful workaround. Thanks.