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Retirement tax questions
If the codes are NOT [typo corrected] P and J, they have made a mistake in the handling of this situation. You likely won't get the 2018 Form 1099-R for at least a year, so it have been more helpful if they could give you a more definitive answer on what the details of the 2018 Form 1099-R will be as confirmation that they've handled things correctly.
If you were over age 59½ at the time of the distribution, you'll need to claim a code 12 "Other reason" exception [on Form 5329] to the early-distribution penalty indicated by the required code J.
If you were over age 59½ at the time of the distribution, you'll need to claim a code 12 "Other reason" exception [on Form 5329] to the early-distribution penalty indicated by the required code J.
June 4, 2019
11:06 PM