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Retirement tax questions
You will request the withdrawal of the excess $75 contribution plus the $1.31 plus the gain while it was with Edward Jones. Edward Jones will issue the 2025 Form 1099-R in 2026 to show the whole distribution in box 1 and the total earnings in box 2a.
If you want to avoid amending your return you can enter a 2025 Form 1099-R now with the steps provided above.
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March 9, 2025
1:08 PM