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I am not yet 59 1/2 but withdraw from my IRA monthly without penalty using equal periodic payments. Can I submit Form 5329 when I e-file?
The financial institution holding the IRA does not use distribution code 2 (early distribution with exception). Since the 1099-R indicates distribution code 1 in box 7, doesn't the IRS require form 5329 to indicate the exception?
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March 15, 2025
8:08 PM