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Retirement tax questions
I would probably just delete the From 5329 before filing. If the Form 1099-R shows no tax withholding you could add the code 7 since without tax withholding the details of the From 1099-R won't be transmitted with your filing, but that's unnecessary if just before filing you make sure that the Form 5329 has been deleted.
‎February 20, 2024
5:31 AM