RNTAX2025
Returning Member

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!