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Retirement tax questions
Hi DoninGA - Thanks for the prompt reply.
It is Code 8. And the MA Tax person agreed, when I called him, that he sees that Turbotax has included it with Wages. He felt it should be shown separately under Taxable Pensions and Annuities
Code 8 is Used for corrective distributions of excess deferrals, excess contributions, and excess aggregate contributions
‎December 18, 2023
11:02 AM