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Can you explain why this is considered a roll-over? I'm new to this and want to make sure I don't do it incorrectly. I think I made it to repay within 60 days, as that was definitely my intention.

You need to look at your records and make sure you redeposited the full amount in a Roth account within 60 days of the distribution. The year of the redeposit is irrelevant.

However, I see that the 1099-R sent from my financial institution classifies it as an 'early distribution, no known exception' in Box 7 of the 1099-R.

They're required to report the distribution, and since they have no idea whether an exception applies or not, the box 7 code is correct.

If you did complete a timely rollover, you report it on line 15 of your 1040 per that line's instructions. If you didn't complete a timely rollover, complete Part III of Form 8606 to show the distribution. If there is a taxable amount of the distribution or if you withdrew converted funds before 5 years passed, you will use Form 5329 to show the exception to the penalty.

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