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Retirement tax questions
Thank you so much! I've learned my lesson on getting these RMD's done on time, and dealing with that error has been truly a real pain you know where. I have used Turbotax for years and they have always gotten it right. But the IRS instructions for form 5329 make it seem you have to pay upfront and then hope they will forgive the extra tax. I will proceed with filing just as prepared using Turbotax.
‎February 14, 2024
8:19 AM