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You may see the Special Distributions From Retirement Plans worksheet print with your return if you have entries from an inherited IRA or rollovers from qualified retirement plans to Roth IRAs or in-plan rollovers to designated Roth accounts. This worksheet is not electronically filed with your return, but is only to show the calculation of the taxable amount, based on your entries in the program, appearing on Federal Form 1040 U.S. Individual Income Tax Return .

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.


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