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How do I complete the1099-R section after withdrawing principal from Roth IRA I’ve had for 24 years. The contributions have already been taxed!
I keep getting transferred (or getting bad information) when I call the bank. THEY have the information that shows that I’ve had it for 24 years, and the distribution was all principal. So why not put that on the 1099-R? Everything I’ve read has said that you can withdraw principal penalty free— regardless of age. Help! Thanks!
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April 2, 2024
5:39 PM