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Michael_G
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  • Thanks for that info. I did a little research in the last couple of days and I did see info about the form 5329. So it sounds like you are saying I DO need to i...
    Michael_G
    1
    Updated Apr 12, 2020
  • She has two separate 1099-R for 2019. One she received for a distribution on 01/15/19 and another for a distribution in Oct 2019 (from two separate IRA accounts...
    Michael_G
    3
    Updated Apr 12, 2020
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