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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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March 30, 2025
6:58 AM
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