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Investors & landlords
@fanfare exactly. I was asking what the 1099-R actually showed. If what @sfelcher described was the case, that is the distribution was supposed to be a qualified distribution, then I would expect the code in box 7 to be code Q. Just like you said @fanfare, an explanation will need to accompany the tax return.
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ā€ˇFebruary 17, 2020
8:09 PM