April 25, 2021 4:11 PM
last updated April 25, 2021 4:11 PM
Box 2b) says "Taxable amount not determined." I can only assume this is because my bank moved all mutual funds to another financial institution this year. This happened after I made the withdraw, but the 1099-R came from the new institution. The old institution was quite clear that the money I withdrew was less than I had contributed. Incidentally, I used the money to purchase a house (but not a first house).
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