@DanaB27So in TT HELP I looked up the exceptions and at the bottom of the HELP screen it states the following:
"Your payer should have entered a code of "2", "3", "4", or "T" in box 7 of your Form 1099-R if the payer knew your distribution met one of these exceptions. If so, you don't have to file Form 5329. If one of these codes isn't shown in box 7, you'll probably need to file Form 5329."
Based on this, it appears to me that code T (T--Roth IRA distribution, exception applies) should have been identified instead of code P, correct?
At the time of distribution in March 2023, my payer should have known I met exception 21 (Corrective distributions of the income on excess contributions distributed before the due date of the tax return.), correct?
