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1099-R Box 7
Retired Fed. with special ROTH withdraw waiver for disbursement under age 59 ½. Issued 1099-R with box 7 code 2B for such withdrawal as per Public Law 114-26, but Turbo Tax won’t allow me to transmit information as it flags this as second code “B” is not used for IRA distributions. System won’t allow transmission until I change code.
February 5, 2024
9:47 AM