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Retirement tax questions
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In this instance, the more appropriate code would be a code T, Roth Distribution, exceptions apply.
Just to make sure I understand...
Is that because I made a qualified distribution pursuant to page 29 of Pub 590-B with exceptions pursuant to page 25 of Pub 590-B even though I was 56?
Sorry for being so **bleep** retentive!
JWK in CVA
‎February 1, 2022
7:35 PM