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Retirement tax questions
I am sorry ...its not a 1099R its a 5498 for a Roth contribution. Its for 2022 because the contribution happened in Dec. 2022 and the money was taken back out in Jan. 2023. Also since its a 5498 and not a 1099R does the previous advice still stand? Sorry for the confusion.
‎February 11, 2023
7:08 AM