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Retirement tax questions
When you receive the 2020 Form 1099-R, just make sure that it really does have codes J and P. If it has only code J, it was processed as a regular distribution as intended except that the custodian inappropriately distributed attributable earnings as well. But given that the rep said "this is how we do it before the due date of your tax return," I expect that you'll see codes J an P.
‎July 9, 2020
10:49 AM