1Dowrite
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After reviewing the Guide to Distribution Codes Table at https://www.irs.gov/instructions/i1099r#en_US_2024_publink[phone number removed], based on their cross-...
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@DanaB27My excess Roth contribution situation is the same. Per your instructions for populating 1099-R, box 7 (step 8 in your instructions) enter codes J and P....
Activity Feed for 1Dowrite
- Posted Re: Roth IRA Excess Contribution on Retirement tax questions. March 20, 2024 11:43 PM
- Cheered Re: Roth IRA Excess Contribution for DanaB27. March 20, 2024 11:34 PM
- Posted Follow up question to the 'Roth IRA Excess Contribution' thread on Retirement tax questions. March 20, 2024 9:22 PM
- Posted Re: Roth IRA Excess Contribution on Retirement tax questions. March 20, 2024 9:01 PM