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5329 generated in error
My wife and I have 2 Ira’s for which the rmds were paid in full. We also have 3 pensions which distribute fixed amts (which we cannot change) and have the rmd included in the pmt.
Tt insists on including the pensions as unpaid rmds and generates the 5329 with a whopping penalty.
how do I fix this idiotic error?
February 19, 2025
12:36 PM