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Retirement tax questions
"excess plus earnings" does not involve Form 5329 when done before the tax due date including extensions, unless you had filed a 5329 and need to correct it.
After the due date including extensions, "excess plus earnings" is no longer an option.
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No advice is better than wrong advice.
			
    
	
		
		
		March 14, 2025
	
		
		4:35 PM