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Retirement tax questions
It depends. If you reported the Roth IRA contribution and withdrawal on your 2022 tax return, you would not have to amend your 2022 tax return. If you did not report your contribution and withdrawal, you will receive a 1099-R with the distribution amount next year with codes P and J in box 7. You can wait until you receive it next year then amend your 2022 tax return.
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March 3, 2023
4:07 PM