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Retirement tax questions
Thanks for the reply.
Box2a is the same amount as in box 1.
The box 2b "Taxable amount not determined" is checked. The box 7 code is "1".
This makes sense, I have not contacted them about why I made the distribution, but I'm thinking maybe I should? Or can I just mark box 7 myself to indicate there was an excess?
‎February 15, 2021
6:52 AM