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This is 2018 income that is reportable on your 2018 tax return. Your 2017 tax return should only include Form 5329 Part IX with a request for waiver of the excess accumulation penalty.
This is 2018 income that is reportable on your 2018 tax return. Your 2017 tax return should only include Form 5329 Part IX with a request for waiver of the excess accumulation penalty.
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