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.