- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Then code 2 makes no sense at all since none of the coronavirus-related accommodations happened until well after that, so Vanguard could not have asked if this was coronavirus -related. Vanguard clearly goofed something up, it's just not entirely clear what or how. This form is reporting a regular distribution, not a return of contribution.
A correct Form 1099-R reporting this as a return of contribution would have:
- Box 1 = $5,002
- Box 2a = $2
- Box 7 = codes 1 and 8
- IRA/SEP/SIMPLE box = marked
‎February 13, 2021
10:47 AM