Wow, I really appreciate your help on this. Here's my boxes:
1) $3593.80 Gross Distribution
2a) $93.80 Taxable Amount
3) Blank Capital Gains
7a) Code 8 Return of contribution taxable in 2023
7b) No second code
7c) Check the IRA/SEP/SIMPLE box as we assume the 1099-R that I'll receive next January 2025 will have this checked.
Boxes 3-6 and 8-16 are blank.
From reading online, it appears the IRA/SEP/SIMPLE checkbox is for traditional IRAs whereas this one is a Roth IRA. Please verify and confirm your suggestion to check.
If we agree that this is about correct then I'll call Vanguard on Monday as I'll need their Federal ID Number, etc. as they put on the 1099-R. TurboTax wants this information.
@fanfare
