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Retirement tax questions
If you are referring to the question to indicate if you were 59 1/2 when a distribution was taken for the year in which you turned 59 1/2 then the answer is not saved if you repeat the interview. It's only purpose is to not include the 5329 form with the penalty if 59 1/2. Repeating the interview is like starting over.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
May 11, 2020
1:50 PM