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Retirement tax questions
OK , I did all that and got a form 5329T. Except for the dollar amounts my form looks the same as your sample form. The total distribution is the IRS required amount for my IRAs. A question ,,what is meant by Undistributed RMD ?
So this is the correct way to enter this data ? and this form does not get sent to the IRS ?
Thanks for your help
‎February 25, 2025
6:59 AM