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Thanks for that. One last question (I hope)( the 5329 is straightforward in this case, but can I as the paid preparer just put the paid preparer info (with PTIN...
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A client issued a QCD to meet the 2023 RMD via a custodian-issued check. The $1,000 check was not cashed within 6 months, and the $1,000 was thus redeposited by...
