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Retirement tax questions
I followed up with helps in this forum that I need to claim back my early distribution penalty as my wife and I wasn't under 59 1/2 last year. For amending my 2020's, I need to use the 2020 TuboTax and not the 2021 Turbotax right? And then working for my 2021 tax, I would have to transferred from the amended form right?
If my refund was small, I can just disregard the amendment, correct?
Thanks
March 10, 2022
8:30 PM