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Retirement tax questions
You are correct. The Form 1099-R issued in 2022 should have had a code "P" in box 7 indicating the distribution and was for 2021 and the earnings were taxable in 2021. If you can't get the state to issue a corrected form, you should be able to demonstrate what happened in the case of an audit and that should resolve the matter.
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‎January 23, 2025
1:55 PM
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