qbteachmt
Level 15
02-16-2021
05:37 PM
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"Who Must File
You must file Form 5329 if any of the following apply.
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You received a distribution subject to the tax on early distributions from a qualified retirement plan (other than a Roth IRA) and you meet an exception to the tax on early distributions from the list shown later, but box 7 of your Form 1099-R doesn’t indicate an exception or the exception doesn’t apply to the entire distribution."
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Don't yell at us; we're volunteers