imcpa
Level 3
02-26-2025
09:55 PM
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I've populated the RMD amount from all other plans, Amount distributed to you from all other plans, Amount of RMD shortfall to waive from all other plans, and Taxpayer waiver explanation but the Form 5329 is still not generating. Anyone had any luck with generating Form 5329 Part IX in Lacerte 2024? I've called tech support but got nowhere with them, unfortunately.
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