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If my Gross Distribution for my 1099-R is contributions only - not gains - how do I indicate this on the form? Whic Box 7 code provides this context?
All info I find relates to Excess Contributions or Rollovers, but if just taking out contributions from my ROTH, how do I tell the system prompts this is from contributions - instead of it thinking it's only from penalty withdrawals. My provider (Fidelity) stated I need to ask the tax preparer, as their code "J" is for all early distributions.
March 24, 2025
2:16 PM