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How should the $64K withdrawal from the 529 plan and the initial $80K contribution be reported on the 2024 tax return, and what steps should be taken to properl...
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Can medical or educational hardships (such as schooling or loan repayments) qualify for an exemption from the 10% early withdrawal penalty on a 403(b) plan, and...
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The error occurs because Lacerte's ITIN validation range is outdated and doesn't include the "50-65" group. Confirm the ITIN is valid per the IRS letter, then c...
