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Get your taxes done using TurboTax
Thank you @DanaB27 ,
glad to see some confirmation for my research.
Roth IRA excess contribution made in 2023 returned in 2023 would code J8 2023 1099R in 2024 Apr tax season for Tax year 2023.
Roth IRA excess contribution made in 2022 returned in 2023 would code JP.
Is that correct?
‎April 14, 2024
11:41 AM