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20-01-2023
Business

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How will the Tax Professional enter the basis/history information of IRAs for their clients in BlockWorks?
On Form 1099-R, click the hyperlink for Form 5329.
Enter the history information on Form 1099-R.
On Form 8606, line 2, is a hyperlink to a popup to enter the basis/history information.
On the Tax Information screen.

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