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Get your taxes done using TurboTax
The dates of birth and the 1099R are correct. I tried to go into the 1040-SR and edit the amount, but the program wouldn't let me override the "0". The dividend amount is only $100. I'll have to find out why I can't edit line 8 so I can eliminate form 5329.
Thank you for the reply.
‎January 15, 2024
1:21 PM