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April 10, 2025
Question

Turbo Tax says a foam 5239 was generated but at my age is impossible

  • April 10, 2025
  • 1 reply
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April 10, 2025

You may need this form in three situations:

  • early distributions from a tax-favored account
  • excess contributions to a tax-favored account
  • failing to take required minimum distributions

For more details please check, Form 5329

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