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Personal Finance (Not Investing) • Why not file a zeroed out Form 5329 every year to start SOL clock on IRA/401k?

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A well-respected lawyer in this field suggests filing Form 5329 every year. But most IRA owners don't do anything as aggressive as the taxpayer in Paschall.
Could you please share a link to this guidance if you have it?

Statistics: Posted by boogler — Wed Feb 26, 2025 1:34 am — Replies 6 — Views 1095



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