Summit1
Level 5
04-11-2022
05:54 PM
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This taxpayer is over age 59 1/2 but will not be 72 until mid 2024. This taxpayer elected taking some distributions for financial reasons in 2014. In 2020 she did not take a distribution due to the Secure Act changes. If the taxpayer was already receiving distributions prior to 2020, should they have begun the distributions again in 2021?
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