@DaveF1006
I expect my account manager at my Roth IRA custodian to claim he did not know the Roth distribution was going to be a qualified distribution under the first-time homebuyer exception.
A bookkeeper-friend of mine said I should ask my account manager to reissue a corrected 1099-R.
Is that necessary or can I just change the code when entering it in TurboTax and attach an explanation, if that is even necessary?
Thanks, guy!
