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Retirement tax questions
Thanks, but no Form 5329 or anything on lines 7 or 8 of the relevant Form 8606. However, on Form 8606, the box after line 3, Did you take a Distribution?, "No", indicates to go on to line 14, yet the rest of the Form is filled out as "Yes." How do I correct that? There were distributions from other IRAs / Annuities, but not this one.
March 28, 2025
8:47 AM