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Retirement tax questions
Thank you.
Yes, it is code J8 (removal of 2019 contribution) in box 7, and I have another 1099R with code JP (removal of 2018 contribution). Both say "removal of excess." All the contributions I made were with already-taxed income.
Not sure if this is relevant, but I had put the money into a Traditional IRA first, and then Converted them to a Roth IRA (March 2019), then removed all of it by April 15 2019.
March 3, 2020
4:02 PM