How is the "2023 distributions taken" amount calculated?
The amount that appears on the financial statement in the “2023 distribution taken” column is the total of the following distribution types which occurred in your account during the year:
Retirement distribution (distribution code 7)
Death distribution (distribution code 4)
Roth distribution in the 1st five years other than 1998 Roth conversion (distribution code T)
Roth distribution over 5 years and death distribution (distribution code Q)
Distributions such as disability, excess contribution removals or conversions aren’t included in this amount.