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Phil,
A few questions....

1. Since I don't actually have the 1099-R for the Distribution, do I need to complete the 4852 that is suggested for when there is no 1099-R available ?

2. Box 7, selection 1 is for Early Distribution, except Roth.
My situation is a distribution from a Roth IRA, and I'm retired and over 59 1/2. Is this considered early Distribution because I'm taking the last $5K and it has not been in the account for 5 years ? If so, should I be using code J.

Finally, does this offset the penalties, etc. from reporting the excess contribution ?

Thanks, I appreciate your help.

Terry
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