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1099-R
My wife received a 1099-R as a beneficiary of what we believe is a Roth IRA. Box 7 shows distribution code 4 and box 11 shows Roth Contrib. but there is no date. First of all was this taxable and what should we enter in box 11? We paid both federal and state taxes on this distribution and if it is not taxable, what do we need to do to get if refunded?
March 23, 2024
3:53 PM