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Get your taxes done using TurboTax
Yes you followed the instructions in Form 5329.
Every year I send comment to IRS requesting to clarify the instructions.
However, according to the esteemed IRA experts on the forum macuser_22 and dmertz, you are misreading it.
Do it their way because it seems to always work, and you don't have to send in any money.
May 23, 2020
3:55 PM