DanaB27
Expert Alumni

Get your taxes done using TurboTax

You are correct the received Form 1099-R isn't filled out correctly. You should contact your financial institution. 

 

Form 1099-R instructions state: "For the distribution of excess Roth IRA contributions, report the gross distribution in box 1 and only the earnings in box 2a. Enter Code J and Code 8 or P in box 7."

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