Thank you. Both of our 2023 5329 forms have the following. Line 18-7,000; 19-7,500; 20-blank; 21-7500, 22-25 is 0.
I just verified with my husband and the Roth IRA investment was sold and is now a cash balance in excess of the initial 7,000 is sitting in the account. So I guess it still needs to be taken care of? What a freaking nightmare!
The code on my 1099-R is "T"
Thank you again for your assistance.
