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Retirement tax questions
Thank you Opus17.
The only circumstances that I can see applies in my case, is when I filled out the paperwork to withdraw my contributions, the banker who notarized the paperwork suggested that I have the funds directly deposited into either my savings or checking account, which would be more convenient for me. Not realizing after sending the paperwork off that I was not the correct way to handle this. My error for realizing I had to make the correction within 60 days.
I appreciate your help!
‎June 19, 2025
4:50 PM