qbteachmt
Level 15
09-25-2021
03:49 PM
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Were they the same type of account? Does the Spouse have funds that fall into some rule that the primary taxpayer doesn't qualify for? Did you mark one of them as covid-qualified, but not the other? Was one of them over the limit? Only you can tell us the differences, which might result in the penalty or not, and which might be one and not the other.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers