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Retirement tax questions
The actual distributions didn't matter [ in the past ]
It is the shortfall that has to be reported.
The new form is confusing. It looks like if you resolved the issue you use the a) lines and
if you did not resolve the issue yet you use the b) lines
It again probably doesn't matter because Line 54 will be zero after waiver request.
March 27, 2025
11:31 AM