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Lacerte Diagnostics
Moderator
November 20, 2020

526

  • November 20, 2020
  • 0 replies
  • 4 views

The following diagnostic is generating:

Pensions, IRA #{PrefixNum}: This distribution may need to be included on the taxpayer's Form 5329 and subjected to early retirement distribution tax if it was made prior to reaching age 59 1/2, unless an exception is met.

 

Solution:

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