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Retirement tax questions
Yes, I went ahead as well. In another thread on this same issue a poster had commented that he had done this for a relative (submitted without the box checked) and the relative did get the refund due to them; i.e. the tax form was accepted and processed.
It's just unnerving to see this - somewhat front and center on page 1. It caused me a couple hours of searching here to get a better understanding. And it seems others have gone through the same.
Thanks for your post.
‎February 14, 2026
4:35 PM