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Retirement tax questions
I did not sell or remove the contribution in 2021. The excess contribution of 6K was done in 2021 but the removal of it was done in 2022 (only removing $4500 because of $1500 loss). The distribution is then reported in 2022 based on the 1099-R I received.
I did not get a 5329.
‎February 23, 2023
7:05 AM