qbteachmt
Level 15
02-06-2024
01:24 PM
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If you do the corrective distribution or recharacterization before the 2023 deadline, it's as if it never happened. You don't wait for the 1099-R. It will come dated for 2024 with code P = previous tax year = already reported, or not reportable because it was moot (addressed in time).
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.