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Retirement tax questions
The $7,000 is already part of my earnings for 2022 because the deduction is not being allowed. I am being taxed on it for 2022.
The distribution will be for 2023. Fidelity has confirmed that the 1099-R for 2023 will have the proper codes so that the distribution won't be taxed.
‎February 7, 2023
7:54 AM