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Thank you. The "Other Information" tab finally appeared when I switched the browser to Chrome from Safari.
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I am unable to find the 2025 input area under Pension Income, IRAs, Etc. for IRA QCDs. Last year, there was an Other Information menu heading on the Pension inp...
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Thank you for your reply. The issue I am experiencing is that the only organizer template appearing is a document checklist. Is it possible that the 2022 templa...
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I have attempted to follow the steps appearing in the Help portal, but to no avail.
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But what if it was a qualified 529 plan distribution, and thus not taxable?