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Retirement tax questions
The Oregon Saves program is a Roth IRA. As such, you can withdraw your contributions at any time without taxes or penalties, but the earnings on your contributions are treated differently. You should receive Form 1099-R for your distribution, which you will need to enter in TurboTax.
Please see this article on the Oregon Saves website for more info: Can I take out my money?
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‎February 7, 2024
10:41 AM