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Retirement tax questions
I have also been able to save the text for the explanation statement for Form 5329. This is good.
Next challenge - Did the saved explanation text actually show up in your saved PDF of your return you can create before efiling your return? It did not show up in the PDF for me (for 5329 did, but not the explanation form). When it does not show up in that PDF, how do you know it was actually included in your return along with form 5329?
March 7, 2026
5:08 PM