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Import Supporting Document for Form 5329?
I use the desktop TurboTax.
This year I need to file Form 5329 (didn't take IRA RMD on time, and need to request waiver of penalty).
The Form 5329 requires attachment of a Statement of Explanation. I have created that letter in PDF format. But how do I attach it (or insert it) to the Form 5329 in TurboTax?
‎April 5, 2023
9:43 PM