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Retirement tax questions
The code is T which is why I don't think it should be completing a form 5329.
When I go back in to review my answers to the questions re: that annuity, I always have to reenter the date it was opened ("during 2018")...it's like it hasn't saved the answer...whereas on the other ones, my previous responses are still there.
‎February 9, 2023
7:46 PM