qbteachmt
Level 15
04-06-2023
03:21 PM
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"I want to show this on the 2022 return"
Most common would be 8 and J.
8 is used with code (if applicable): 1, 2, 4, B, or J.
See this article:
Don't forget if there is early distribution penalty, if the person is under 59 1/2, etc. Form 8606 for basis, form 5329:
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Don't yell at us; we're volunteers