BobKamman
Level 15
04-27-2021
06:55 PM
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Maybe I'm assuming too much here, but it sounds like he has capital losses of more than $3,000 on transactions outside the IRA, and he wants to use them to reduce his 1099-R income from an IRA withdrawal.
If that's the case, just figure out a polite way to inform him he's stupid, or ignorant, or both.