
Anonymous
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Retirement tax questions
I just talked to Fidelity again and they refused to correct the tax form for me.
They asked me to file form 5329 and saying this should prevent me from being double taxed.
I am not sure if I should be using form 5329 or form 4852 as you recommended earlier, can you please advise?
Thanks!!
March 8, 2022
12:04 PM