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Retirement tax questions
Thank you for your prompt reply.
Yes, I did use the forms to enter my data since I was trying to get an early look at my tax situation instead of waiting all the way to mid-January. Since the subject worksheet had been modified to reflect new fields/qustions relative to previous years, I just wanted to ensure I would still have the opportunity to confirm that all of my RMD had been accounted for.
‎December 15, 2024
2:49 PM