qbteachmt
Level 15
04-17-2023
11:41 AM
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"reporting the principal ditribution"
There is no such thing as Principal. Perhaps what you are trying to do is show, per the ordering rules in a Roth, that this taking is Contributions? Have you filled in the 1099-R worksheet to show there is basis (their contributions), and are you sure they are not taking more than this?
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers