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Retirement tax questions
Thanks, I was unaware of that. The Instructions for Form 5329 published on 03/06/2023 indeed have added code 21 for this exception (among many other exceptions that used to be lumped together under code 12 but are now made explicit), so you should see code 21 on line 2 of your Form 5329.
‎October 9, 2023
7:29 PM