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Retirement tax questions
If there is no distribution in box 1 and no earnings on excess contributions in box 2, then you do not need to enter the form.
If there is a distribution in box 1 then the best option is code 1 for normal distribution unless there are earnings listed in box 2.
In that case you should contact the administrator to get a corrected 1099-SA with a code 2 to get that excess off the books.
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March 1, 2023
12:50 PM
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