ljwalters Posted March 28, 2010 Report Share Posted March 28, 2010 Client emptied her Roth IRA. The progam is taxing the whole amount what am I missing? Linda and Buddy Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 28, 2010 Report Share Posted March 28, 2010 Not using ATX so just guessing, but does it have the starting date of her Roth so it knows it's been over five years? Does it know it's a Roth? Quote Link to comment Share on other sites More sharing options...
LindaB Posted March 28, 2010 Report Share Posted March 28, 2010 You have to fill out part III of form 8606, you may want to get the instructions for the form to figure out what they want on each line. Quote Link to comment Share on other sites More sharing options...
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