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After you file
Hi Dana,
I did as you directed. I did say that I received all the RMD for 2023, but I still get the Form 5329 after the Entry checks. I will recheck each both IRA entries and see if I get a clue. If not, I'm thinking of just ignoring the check and go on to State entries.
Any other suggestions?
March 3, 2024
4:08 PM