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Retirement tax questions
"It depends, code J indicates a regular distribution and this would apply if you requested to remove the 2022 excess contribution after October 16th, 2023."
All of the access removal happened before October 16th 2023, so I assume the 1099R from with the code J is not correct. Can I go back to the custodian and ask for correction?
‎April 9, 2024
8:47 AM