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Retirement tax questions
If the issuer will not correct the code on the Form 1099-R, you can claim an Other reason exception to the early-distribution penalty (the "other reason" being that you were over age 59½ at the time of the distribution, one of the reasons listed in the instructions for using code 12 on line 2 of Form 5329).
February 7, 2022
12:37 PM