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Retirement tax questions
Hello,
Yes, I’m under 59 1/2. The withdrawal came from the contributions portion. Box 7 has letter J. We were sent a CP2000 form. The Roth has been open for more than 10 years. So I’m not certain why they’re attempting to collect tax on the withdrawal. I understand the penalty portion. Should I just send the statement from the Roth account with the CP2000?
September 22, 2023
11:24 PM