Retirement tax questions

Thanks for the reply.

 

There are in fact two 1099-Rs "removal of excess" from Betterment:

 

1. 

$1000 contributed in 2018, and withdrawn before the deadline 4/15/2019.   Box 1 and 2a both have $1103

That code is JP.

 

2. 

$200 contributed in 2019, and withdrawn at the same time as the above $1000.   Box 1 and 2a both have $228.

Code J8.

 

On both forms "taxable amount not determined" is "yes".

 

They also sent me a 1099-R (2019) for converting the entire $1311 from Traditional to Roth IRA.  

 

Thanks again