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Retirement tax questions
Since you're going to receive the 1099-R with the code 8 on it anyway then just enter the 8. It makes it taxable in 2024 which is what would happen if it was a code 7, anyway.
For 2023 you can enter it as contributions to your IRA. It's deductible this year and taxable next year. Which is the reality of what happened.
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March 21, 2024
7:50 AM