dkh
Level 15
02-01-2024
04:39 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@scottmat28 based on my experience with Amish clients - your client is going to want to send a letter to IRS requesting the F4029 exemption be revoked. Otherwise your client will be denied SocSec if they try to draw in the future. The F4029 instructions tell you where to send the letter. IRS will send a letter with acknowledgement of the revocation.