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Retirement tax questions
@DanaB27 ok thank you. I will check with my financial institution.
I also ask a question about my 2021 excess contribution? I took a distribution of that excess contribution in March 2023. I paid the 6% penalty for 2021 and 2022. I received a 2023 Form 1099R for my distribution. Box 2a is blank and box 7 has only one code, Q. Do I need to include/report the distribution on my 2023 return?
March 16, 2024
10:09 AM