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Retirement tax questions
Thank you. I deleted the 1099-R, re-entered it, and answered in both places when asked, that I was not required to withdraw RMD. But still, when I get to the end and run the Smart Check, an error is flagged, and I am prompted to complete Form 5329, explaining what reasonable error led me to not take my full minimum required distribution. Do I need to complete that?
March 19, 2021
1:28 PM