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IRA RMD partial withdrawal, TT wants a 5329-T waiver for 2020.
I have been taking an RMD for the past few years. I took some money from my IRA, but NOT my ENTIRE RMD for 2020. Now TT wants me to fill out a 5329-T waver.
Since I wasn't required to take any RMD in 2020, I shouldn't need a 5329-T.
How do I get around this?
Any help will be appreciated.
March 3, 2021
10:36 AM