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Retirement tax questions
I have follow-up question. Given the advice you provided above. Does this mean I can eFile form 5329 along with my 1040 forms? Or do I still have print out 5329 and send it separately to IRS? Another question, can I file form 5329 now before April 15th 2024, and then take the missing RMD for 2023 in May 2024?
Thanks.
March 14, 2024
1:48 PM