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Retirement tax questions
Thank you, this makes sense mostly.
I just still don't see why box 7 code would not be "8" - Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2020.
But i figured there's a good reason for that and filed just now based on your instructions.
Thank you for the quick and clear response, much appreciated!
‎October 15, 2021
12:18 PM