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04-15-2018 09:26 PM
My mother had an annuity. Some investment firm/insurance co rolled her annuity into a Traditional IRA. Now, she gets 1099-Rs for the annual distribution she gets. How do i figure out the taxable part of the distribution? HRBlock tax program does not address basis for a Traditional IRA, making me think i will have to enter it into the tax form itself. It only questions the Basis for a Roth IRA. What tax form do i need to figure out her taxable part? thank you!