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How do I add form 5329 to my 2019 taxes for an early withdrawal exemption
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April 12, 2020
1:07 PM
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Retirement tax questions
It is automatic if you choose the exception from within the interview. There are different exceptions for IRAs and pensions, but I will show you what a screen shot of the pension page looks like.
April 12, 2020
1:23 PM
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Retirement tax questions
@ColeenD3 you're not in the interview if you don't have a 1099-R.
April 12, 2020
4:35 PM