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Retirement tax questions
Thanks again, @Opus 17 . I found that using the 2021 TT desktop version I still have installed will do the 2021 amended 1040 return, form 5329, etc. Likewise for the 2022 version as needed. I believe 2023 TT will do the substitute form 1099-R also, for the return this year. The 10% penalty should not apply in any case as I am just past the 59.5 y/o vintage.
‎January 23, 2024
4:37 PM