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Retirement tax questions
Hmm, well we just received a "corrected" 1099-R for the IRA-RMD showing $0 for boxes 1, 2a, and 4 (withholding). I entered that, reviewed the return, shows no errors and it says its ready for e-filing. Unless it will fail when I actually do it. Also, it looks like it's not asking me to fill out form 5329.
‎February 13, 2024
8:47 AM