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Retirement tax questions
Correct - as the box on the form says - you must have been 55 in the year, or before the year, of separation.
It does not apply if you left employment before the year you reach age 55.
**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 10, 2021
4:28 PM