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Retirement tax questions
Thank you very much for the detail and reply. That was the assumption I was under that, regardless of age, you could take your contributions at any time untaxed. I was presuming that a 1099-R form would be sent by the custodian and I would key that info in and it would take care of that and the 8606 without tax for me? Thanks
-Dan
‎June 4, 2023
12:43 PM