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1099 R -filing for refund for Qualified Roth withdrawl
I purchased my first home and withdrew portions of my principle from my Roth IRA to help with the down payment. Thus I believe this is a qualified withdrawal. The brokerage firm withheld federal income tax and I would like to file to get a refund. On the 1099 R form box 2b it has taxable amount not determined. Can you walk me through what to do
‎April 6, 2022
9:06 AM