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January 27, 2023
Question

Our W2's have retirement listed. Do we use this info when asked about IRA's and Roths?

  • January 27, 2023
  • 1 reply
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1 reply

January 27, 2023

Yes.  Just enter the information from your W-2s once.  No need to enter that info again; the program will carry it forward to where it needs to go.

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