Taxes-by-Rocky
Level 7
02-17-2025
06:42 PM
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Hi Terry,
Thanks for the quick reply. Been down the road on the tax treatment. Now just trying to figure out the best way to report it in ProSeries (i.e., if it is possible to report it in accordance with the IRS Instructions to Form 1040). Didn't appear to be possible but I figured I'd ask. There are a number of plans.