rbynaker
Level 14
03-07-2025
06:45 AM
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That's my understanding. Looks like Pub 590-B is not out yet for 2024 but there's a Notice you can review:
https://www.irs.gov/irb/2024-28_IRB#NOT-2024-55
See if any of the Q&A are on point. You may get different answers depending on whether or not the plan has been amended to allow for EPEDs.