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Retirement tax questions
You will receive a 2020 1099-R to report that distribution.
You can always withdraw your own Roth contributions tax and penalty free.
One of the followup questions will ask for your prior year contributions not previously withdrawn.
Be sure to remove the excess before the end of the year of there will be another 6% penalty.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 24, 2020
3:17 PM
8,644 Views