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Retirement tax questions
for the substitute 1099-R form for both IRA and Roth IRA, can you please confirm the correct selections for box 7?
Excess IRA contribution - Box 7 is selection number 2 for Early distributions, exception applies, what is the second selection?
Excess Roth IRA contribution - Box 7 is selection number 2 for Early distributions, exception applies, what is the second selection?
thanks!
March 24, 2025
3:19 PM