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Yes, our 2023 1099-R shows code 8, and we will report this on our 2023 return.
For 2024, code P is the key! I wish one of the plan administrators had told me this, we could have saved a lot of time and trouble.
Thank you so much for this answer, it makes perfect sense, and I can stop worrying about it now.
March 27, 2024
12:38 PM