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Retirement tax questions
Thank you for the fantastic response.
My only point of confusion is that if I file 1099-R in 2025 (for tax year 2024) is that Box 7 code P says "Return of contribution taxable in 2023". Seems like this might be the wrong code given that this is for 2024. Is the code a problem?
‎February 12, 2025
5:21 PM