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Retirement tax questions
To confirm, you received a 1099-R with code 2 in box 7 for the withdrawal of Roth excess contributions plus earnings? If you made an excess Roth contribution in 2021 and withdrew it in 2021 you should have codes J and 8 in box 7. You might want to check with your financial institute.
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March 7, 2022
5:00 AM