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Retirement tax questions
OOPS I didn't see your total reply until I scrolled down.
I see you are in agreement.
Yeah, and it is indeed confusing no thanks to the idiotically ambiguous and paltry instructions provided by the IRS. To be honest, the IRS has about as much of a clue as most people trying to file that form and far less than other tax pros who are familiar with it. Try to contact them and see if anyone there can provide you with a reasonable answer for any question concerning that form.
‎January 2, 2025
10:21 PM