4 Tax Forms for Tax-Efficient Tracking of IRA Activity for 2022

Mar 8, 2022 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP

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IRA transactions for 2022 must be accurately reported to the IRS to avoid adverse tax consequences. These tips for the four key IRA tax forms can be used to simplify important reporting requirements.

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