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Retirement tax questions
Contact the Roth IRA custodian to obtain a corrected Form 1099-R showing the actual taxable amount, if any, in box 2a. A code J8 Form 1099-R can NEVER have an amount in box 2a that is the same as is in box 1. (Box 2a equal to box 1 on a code J8 Form 1099-R implies that you had nonzero earnings attributable to a $0 contribution being returned, which is nonsensical.)
‎June 21, 2020
3:54 PM
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