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How do I declare my Roth IRA distribution was against my contributions and is therefore not taxable?
I contributed $5500 to my Roth IRA in 2016. I withdrew $5000 in 2024. From everything I've read, this should not be taxable or subject to fees. In my 1099-R, the distribution code in Box 7 is J and box 2a is empty, do I need to request a corrected 1099-R?
‎January 21, 2025
12:08 PM