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Retirement tax questions
Please note that you may be required to file the 5329, even if you can provide an exception to the penalty.
"You must file form 5329 if any of the following apply:"
So if your early distribution penalties were waived, you should still have the exception code on line 2 to the left of the number column. Is that the case?
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‎January 27, 2025
3:00 PM