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Get your taxes done using TurboTax
Thanks again for all the help @DanaB27 So despite fidelity reporting the 1099-R for both my 50$ and 237.04$ early distribution from 2022, I can simply omit the 237 amount in my turbo tax (I used the turbotax auto import feature so I have 1099Rs already filled out essentially)? Do you know offhand why a gross distribution with code P would automatically be considered an excess contribution in this case?
March 19, 2023
11:31 AM