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Me again. What about the five-year rule? I'm having a hard time figuring out whether it comes into play here. I assume it matters whether my client inherited th...
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Client inherited a traditional IRA from her husband, who was age 38 at the time of his death in 2005. She has received notification from the investment company ...
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I used Basic for 2020 and 2021. I'm trying to e-file a 2020 return, and the "Fast Path Required" window keeps popping up. It says I must have an active ProSerie...