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A code U distribution is not subject to any early-distribution penalty, so there is no need to distinguish code U distributions made before age 59½ from those made after age 59½. Simply enter the Form 1099-R as received.
A code U distribution is not subject to any early-distribution penalty, so there is no need to distinguish code U distributions made before age 59½ from those made after age 59½. Simply enter the Form 1099-R as received.
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