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Retirement tax questions
Thank you for your responses. I outlined the issues and needed corrections in another post. It is a program issue. No distribution is required and no penalties are to be calculated for 2024. That will change in 2025. The program is not compatible with latest IRS direction and does not accept entries. Support has been contacted and should be monitoring these posts. I read from another user that these issues will be addressed next week, which is good news.
‎January 19, 2025
9:27 AM