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Tax help for military filers
This is a hassle. I am getting ready to do the same. The online version does not seem to allow a way to put the correct number in lines 5,6, and 8 of Form 5329. There needs to be a line asking if the beneficiary attended a military academy. By definition the person (beneficiary) can't be a dependent. Turbo needs to fix this, it isn't hard.
‎February 5, 2024
6:06 AM