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they did Set up ID me Account. Information not there yet! Probably the route we will go though. Will be interesting to see how long it takes to get posted.Thank...
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Yes, tried every zip code they ever had.Thanks!
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I have Client/Friend who both him and his wife have a Federal Retirement. They moved and did not receive their 1099-R. We have tried to go online to get the doc...
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OK, my bad, Form 5329 is NOT final. So, I suspect the ROTH IRA income limitation worksheet will be updated when finalized.
