KJM14
Level 3
03-16-2024
11:28 PM
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I think there was confusion. When I went back to recheck, she stated that: "In Jan 2023, I made a 6k contribution/conversion for tax year 2022 and Dec 2023 I also made a 6.5k contribution/conversion for tax year 2023, which is why the [2023] 1099-R form shows 12.5k." So it turns out there was no delay after all!!