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Sorry community, I figured it out (with some help from the Chat feature with David P, a Proconnect rep (who, btw, what outstanding!). But in case others have th...
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I followed these brief instructions below but the instructions fail to tell us what fields to enter information into in order to generate the form (most of the ...
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I received the following Suggestion (US - Ref #10593), "The paragraph in the client letter associated with the spouse's self-employed retirement plan deposits r...
