Mikmartn ✭✭

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Jul 29, 2016

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Jan 4, 2025

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• Re: Tax planner - incorrect Taxable IRA Distribution after deleting future transfer

  Mikmartn

  January 3
  Thanks Jim, the IRA account in question, uses Simple tracking method, but I was able to find the transaction (Withdrwx) in the "Investing Activity" report. I was then able to drill-down and…
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