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Removal of excess Roth contribution 1099-R form incorrect?
My husband made after-tax contribution in 2022 and in 2023 into his Roth IRA and removed all the excess contribution in 2023. He got 3 different 1099-R for 3 different removals. They have the codes PJ, J and 8J. Because there removal were all only to fix the excess contribution, I think the form with the only code J is not correct.
Should I go ahead and ask the custodian to correct it?
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‎April 6, 2024
9:43 AM