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Retirement tax questions
Yes, the regular distribution of $1,000 reported on the 2022 Form 1099-R code J will be entered on the 2022 tax return.
Yes, the 2022 Form 1099-R with codes P and J for the 2021 excess contribution plus earnings will be entered on the 2021 tax return.
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‎April 6, 2023
6:30 AM
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