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Retirement tax questions
Hi DanaB27
I think I've gotten everything done with the 2022 and 2023 amended tax forms but on working on the 2024 filing I've entered the 1099-R for the Roth distribution but its not generating a Form 5329 and when I try to hand enter I'm having to "override" Line 18 & Line 20 entry. When I do a the Federal Form Check its getting an Error Message saying I can't override and still file electronically??? Am I doing anything wrong??
March 4, 2025
10:40 AM