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Thanks for your response! I have written a letter to the IRS and filled out the 5329 forms for 2021 and 2022. My question is whether I need to address this in the 2022 return I am currently working on and if so, how. I also am also not sure whether I need to amend our 2021 return or whether the 5329 form takes care of things.
‎February 13, 2023
12:58 PM