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Retirement tax questions
Dawn,
Thank you!
This is a Roth I put contributions into of over 50K I have cost basis with an actual loss at my brokerage. Im 54 this is not an exception or an Early Distribution...I want to make sure this is not taxed or penalized
It is coded as J on the form from the provider i think that is incorrect i do not want to be penalized
‎February 29, 2024
7:36 AM