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Deductions & credits
Hi @fanfare Thanks for your thoughts and appreciate the time.
Are you are suggesting I request the excess from 2021 to be withdrawn now in 2023 as a regular distribution AND to indicate to the custodian that they should not withhold the 10% ?
The line 20 of the 5329 says it is "2022 distributions from your Roth IRAs (see instructions)" and not 2023.
March 6, 2023
11:56 AM