I didn't read that dmetz was suggesting code 12. I thought it was macuser_22.
He threw me off in saying that codes P and J are wrong.
I don't see where to enter code 12 in form 5329.
In speaking to the financial again, they said it was probably be code 8
Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2017
They said code J is early distribution from a Roth IRA is for someone under 59 1/2 (I'm over 59 1/2).
They said code P is return of contributions for 2016
They said that there would be a code reason(s) on my transaction history after the transaction is made. He said I should be able to match the words to the code at that time.
So, I know that you really know your stuff and I trust in the codes you told me. Could you just weigh i on who is correct about the codes?
