Sometimes Folks don’t realize they can avoid the 10% additional tax on pension plan distributions, box 2a of Form 1099-R. Read the Form 5329 instructions to look for a possible exception. (910) 399-2705.
Form 1040X CPAs amend earlier tax returns for many reasons. This post discusses a situation I sometimes find when looking over . . . → Read More: IRS Form 1040X CPA tax accountant discusses Form 5329 instructions | additional taxes on qualified plans (including IRAs)