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Retirement tax questions
I will call them and see if they can do the transfer internally but just an FYI when I did fill out the request for the excess contribution. It had asked me what the amount was and I did match the same dollar amount from back in August and also requested for 0% federal and state withholding. The form also asked if I would like for the institution to make the calculation of the earnings on the distribution amount. I'll give you a follow up on the phone conversation. Thank you again for your time and assistance.
March 20, 2023
2:45 PM