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Form 1099-R , Code PJ, Taxable Amount
Last year I over-contributed to my Roth IRA and withdrew the original contribution + earnings, and filed a Form 5329. This year I received a 1099-R with Code PJ. If the taxable amount in box 2a is $0, do I still need to file an amended return?
‎February 5, 2024
7:51 AM