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Retirement tax questions
Thank you. Yes - that’s what I did before starting this discussion.
I realize you posted this so that others in similar circumstances would know how to proceed.
What I’m still hoping for is that someone here will know if what TT did on this matter was purposeful (a one size fits all shortcut to shave TT’s programming costs), or a screw-up. That was, and still is, my question.
March 15, 2024
6:05 PM